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Get ready to learn how to navigate taxes and plan your exit strategy like a boss at our event for entrepreneurs!About this Event
Join us for an informative workshop on Tax and Exit Planning for Entrepreneurs, hosted by David Brooks (Founder & CEO of Retire SMART), Evan Marshall (Chief Tax Planning Officer), and Mike Schudel (Financial Advisor).
Key Topics Covered:
✅ Common tax challenges business owners encounter
✅ Benefits of a proactive financial team for tax and exit planning
✅ The SMART Model for Tax Planning:
- Shifting Income
- Maximizing Deductions and Credits
- Analysis of Entity Structure
- Retirement and Succession
- Tax Strategies
✅ Various tax strategies and considerations to optimize your financial future
This workshop will equip you with valuable insights to navigate tax complexities, plan your exit strategy, and ensure a smooth transition when the time comes.
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Event Venue & Nearby Stays
13815 FNB Pkwy suite 400, 13815 FNB Parkway, Omaha, United States
Tickets
USD 0.00
