JOIN OUR MONTHLY VIRTUAL LUNCH & LEARN SESSIONS

Discover how small business owners can lower taxable income while securing long-term financial stability through retirement contributions and employee benefits. This session will provide actionable strategies for setting up retirement plans like SEP IRAs and 401(k)s, maximizing deductions, and integrating these benefits into year-round tax planning.

Key Topics:

• Tax advantages of employer-sponsored retirement plans (SEP IRAs, SIMPLE IRAs, Solo 401(k)s)
• Step-by-step guidance on setting up retirement plans for small businesses
• Maximizing deductions with employee benefits such as health insurance and fringe benefits
• Incorporating retirement contributions into a proactive tax-saving strategy

With IRS audits on the rise, it's more important than ever to keep your business records organized and audit-ready. This session will equip you with strategies to safeguard your financial documentation, ensure compliance, and confidently navigate audit requests.

Key Topics:

• Essential record retention guidelines for small businesses
• Best practices for audit-proofing financial records
• How to effectively respond to IRS audit requests

Tax planning shouldn’t end after filing season. This session will equip business owners with proactive strategies to manage taxes year-round, avoid unexpected liabilities, and streamline future filings for a smoother, stress-free tax season.

Key Topics:

• Effective strategies for quarterly and estimated tax planning
• How to avoid underpayment penalties and stay compliant
• Setting up systems to simplify next year’s tax filing process

Discover how technology can simplify financial management and enhance decision-making for your business. This session will introduce key financial tools that automate bookkeeping, track expenses, and generate insights to improve business performance.

Key Topics:

• Overview of financial management tools, with a focus on QuickBooks Online
• Automating bookkeeping and expense tracking to save time and reduce errors
• Using financial reports to make data-driven business decisions

Equip your business for a successful 2025 by setting clear financial goals and creating a strategic roadmap. This session will guide business owners through essential budgeting, revenue forecasting, and expense management techniques to drive sustainable growth.

Key Topics:

• Developing a financial roadmap for the year ahead
• Effective budgeting strategies for small businesses
• Forecasting revenue and managing expenses for financial stability