Maximizing Business Value Through Tax Planning

An educational class for business owners.

Who should attend? This class is designed for business owners, entrepreneurs, and professionals who want to optimize their tax strategies and maximize their financial potential. Whether you're navigating recent tax law changes, planning for retirement, or seeking advanced strategies to reduce tax liability, this class will provide actionable insights tailored to your unique challenges.

Information on the class and registration below.

Details

Details

Class held at: Auburn University

Address: 540 Devall Dr, Auburn, AL 36830

Date: Tuesday, 3/11/2025

Time: 6:00 PM - 8:00 PM

Register to attend:

Questions about the course or registration?

Contact us at: (e) - finn@rigopelika.com | (p) - 334-740-3677

Benefits of attending the course:

  • Discover Potential Tax-Saving Opportunities

  • Stay Ahead of Tax Law Changes

  • Optimize Personal and Business Finances

  • Gain Confidence in Your Financial Strategy

Course Topics

    • TCJA Expiration and Updates

    • History of Tax Brackets

    • Other Changes that apply to business owners

    • What it means for business owners?

    • Different Types of Entities

    • Entity Comparison

    • Pros & Cons associated with each

    • Decision tree to help business owners

    • Qualified Business Income (QBI)

    • Depreciation Strategies

    • Timing Purchases

    • R&D Credits

    • Opportunity Zones

    • Flat vs Progressive Taxes

    • US Map showing which state follows which tax system

    • SALT Deduction Cap & PTE tax elections

    • Evaluate Multi-State Operations

    • Basic Retirement Account Options

    • Advanced Retirement Account Options

    • Retirement Planning Benefits for the employer and their employees

    • Compare tax savings for contributions vs not contributing

    • Visualize the tax advantages of contributing to a retirement account over time

    • Other strategies that could apply

    • Strategies related to charitable giving

    • Giving vs Marketing Expenses - How & why to classify

    • Personal Retirement Planning Integration

    • Tax Diversification Strategies

    • Income Optimization - Compare tax savings for different income distribution strategies

    • Estate Tax Considerations

    • Business valuations

    • Succession Planning

    • Different ways to sell business

    • Other Strategies include family trusts, gifting ownership shares, and buy-sell agreements.

    • Anticipated Policy Shifts

    • Proactive Planning Strategies

Your Course Includes:

  • 2 classes (One group setting & One individual 1on1)

  • An educational booklet with the slides covered

  • Business Tax Planning Checklist

  • Free basic business valuation coupon