Planning Considerations for Business Owners

The financial environment for small business owners is complex. In this informative session, we’ll help you navigate the tax landscape, exploring various entity structures and their implications on both taxation and liability. We will discuss common deductions, uncover available tax credits, and provide insights into tax-advantaged retirement plans tailored to your business’s structure and needs. Join Jim and Certified Financial Planner Christina Lindsey Orta, as they discuss this complex world, empowering you to make informed decisions that can drive financial success for your business and personal financial plan. Don’t miss this opportunity to optimize your tax strategy and protect your bottom line.