EVENT INFORMATION

End of Year Tax Planning Strategies

Presenter: Barb Smith, CPA with Cherry Bekaert

Join us for an essential seminar on end-of-year tax planning, where we’ll explore strategies to optimize tax outcomes before the calendar year closes. This session will cover actionable insights for business owners, including maximizing deductions, managing cash flow, and leveraging tax credits. Learn how to position your business for tax efficiency and prepare for upcoming changes in tax laws. Don’t miss this opportunity to wrap up the year with confidence and a clear plan for your financial future!Where:

  • Date: December 3, 2024

  • Time: 7:30-9am (purchase your tickets below)

  • Cost: $25 per business owner or $30 for two business owners from the same business or $10 for Zoom Live Link.

  • Seating Limit: 40 business owners.

Scroll the ticket date box below for additional times and dates.

Who Should Attend

Business owners looking to improve on their business with an eye toward building their business with transferrable value which can be built to sell.  The business owner does not need to have a current plan to succeed or have an endgame for their business to optimize their business for a successful endgame. The business owner should have the “freedom of choice”. 

BOSS Seminar Series

The mission of the BOSS Seminar Series it to provide business owners information toward a systematic approach to succession from the business and enhancing the value of their business. 

  • We offer a curriculum approach to the business succession journey and business enhancements.  The business succession journey starts with looking at the business owner and ends with the various endgame options available.  This monthly series will take the business owner through the process of preparing themselves and the business for a successful endgame.   

  • The business enhancement series will discuss the 8 drivers of business value based on the Value Builder System.  We will look at each driver throughout the series and discuss what the driver indicates, discovery of weaknesses in the driver and strategic action steps that can overcome those weaknesses.  

  • In addition to the curriculum based programs, we will have guest presenters to discuss other important topics that effect all businesses.   If you have a topic of interest, please send it to info@theoneboss.com.

    Stay tuned for more.  

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