Hacks for Tax

Are you a small business owner grappling with questions about your finances, particularly when it comes to taxes? Do you find yourself wondering, "What have I not thought of?" Or perhaps you're concerned about the unknowns, not knowing what you don't know?

We understand the challenges you face, and we're here to help you navigate through them with confidence and clarity.

We are thrilled to invite you to an exclusive event featuring two leading experts in the financial industry: Charlene Laney, CFP® from NewMaker Financial, and Kellie Vincent, CPA from Intentional Insight.

Here's what you can expect from this insightful session:

• Guidance on Tax Planning: Kellie Vincent, CPA, will provide invaluable tips on how to make sense of your tax return and offer strategies to improve your tax planning for the coming year. Say goodbye to tax-related stress and hello to proactive planning!
• Personal Financial Planning Insights: Charlene Laney, CFP(R), will delve into the personal financial planning side of taxes. Discover the importance of collaboration between a tax advisor and a financial planner, and learn how this collaboration can optimize your financial strategy.
• Avoiding Common Missteps: Gain insights into the common missteps that occur when there's a lack of collaboration between financial planners and tax advisors. Learn how to avoid these pitfalls and streamline your financial decision-making process.

Event Venue & Nearby Stays

7173 S Havana St #100, 7173 South Havana Street, Centennial, United States