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Learn at Lunch: Planning for the Small Business Owner: Tips for Tax Planning and Succession Planning
January 29, 2020 @ 12:00 pm - 1:30 pm| No Cost
Please join us as Christopher Clepp, a Financial Planner and Wealth Advisor for Strategic Financial Group, will cover tips to help business owners plan for the protection and growth of their business. Remember that tax planning is not all about saving taxes. It is an important part of overall financial planning and should ideally be planned throughout the year. Additionally, Chris will also discuss a few business succession planning mistakes to avoid such as waiting too long to plan. An ideal succession plan requires laying the groundwork over many years—many experts recommend planning your exit strategy from the day you start the business.