Keep More of What You Earn: A Cash Flow and Tax Planning Session
About this Event
Most business owners lose money in two places: the tax structure they’ve outgrown (or the hidden costs they didn't see coming), and the capital they don't put to work.
Join us for a fun, interactive, and highly practical session designed to help you maximize your income, optimize your cash flow, and keep more money in your pocket.
In partnership with Michael Sauceda CPA, with The Henry Levy Group, we’ll break down complex financial concepts into actionable strategies in a relaxed, approachable environment. Bring your questions, this in-person session is built to help you level up your financial game.
What You'll Learn:
- Tax Exposure & Entity Structure: Identify hidden tax leaks in LLCs, S-Corps, and C-Corps, and learn when it’s time to upgrade your structure.
- Cash Flow vs. P&L: Discover why cash flow is the true constraint on expansion and how to avoid financing growth in ways that cost you control.
- Capital Optimization: Get a simple framework to put idle business reserves to work instead of parking them or borrowing back from banks.
Who Should Attend: Business owners, founders, and operators who want to optimize their tax position, protect their flexibility, and deploy capital strategically.
Space is limited to keep the Q&A interactive. Reserve your spot today!
Where is it happening?
Event Location & Nearby Stays:
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