Past Events

End of Year Tax Planning Tips for Business Owners

Please join NC Planning along with Kate Smith, CPA of Kate Smith CPA PLLC and Paisley Wessel, CFP, CIMA, CRC of The Wessel Group of Baird for "End of Year Tax Planning Tips for Business Owners". Come learn what every business owner needs to do by 12/31/2019 to take advantage of 2020 tax laws. During this program we will uncover:

  • Which legal entity is truly right for you and if yours is structured correctly
  • The best way to pay yourself
  • If a management company is right for you
  • How to deal with contactor crackdown
  • If you are in the best type of retirement plan for your situation including a retirement plan comparison and a discussion of contribution limits and deadlines as well as separation from service options
  • Beneficiary designations and why they are so important

Wednesday, October 9, 2019

JC Raulston Arboretum
4415 Beryl Road
Raleigh, NC 27606