Top 10 Tax Planning Tips for Business Owners

February 1, 2023
Business Advice

When it comes to planning for the financial well-being of your business, there are hundreds of goals you can set, and even more ways on how to reach them. But where do you start?

We deal with hundreds of businesses each year, and there are a number of common tax ideas that we see in our own client base. Some are things they have heard about, but don’t fully understand. Others are ideas that they have not even considered for themselves.

In this webinar, our Family Wealth Advisor team is joined by Welch LLP’s Director of Tax Services to talk about their top 10 tax planning tips that you may want to think about for your business.

Topics include

  • How the current economic environment will impact your tax planning
  • Tax planning strategies for business owners that cover near and long term
  • What business owners need to focus on most in 2023 (i.e. how to prioritize the strategies for your own needs)

Featured Speakers

Zoran Vranjkovic, CPA, CA, CFP, TEP
Partner, Director of Tax Services
Welch LLP
Elliott Bourgeois, M.Sc., CFP
Family Wealth Advisory Group

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