Beyond Business Basics: Legacy and Growth for Entrepreneurs

Why This Workshop?
This workshop provides hands-on guidance for entrepreneurs and business owners looking to enhance their financial and strategic foundation. Through expert-led sessions, you’ll gain critical knowledge and actionable insights, including:

1. Tax Basics: Master essential tax concepts to minimize liabilities.
2. Business Entity Selection: Learn which structure best supports your growth and goals.
3. Growth & Scaling Strategies: Unlock methods to expand and strengthen your business.
4. Tax Strategies: Discover effective strategies to keep more of what you earn.
5. Tax Planning for Business & Individuals: Optimize tax plans to benefit both you and your business.
6. Fringe Benefits for Owners: Understand tax-efficient benefits that reward and retain.
7. Succession Planning: Plan for a smooth, secure future transition.
8. 5-Year Strategy Development: Build a personalized roadmap live with our experts.
9. Family Office Setup: Explore how and why to establish a family office for enduring wealth management and legacy planning.

This workshop is designed for those serious about creating a sustainable business legacy, with a pre-qualification interview to ensure a tailored experience for each participant.

Event Venue & Nearby Stays

Core Family Office, 6200 Canoga Avenue, Los Angeles, United States