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Tax Planning & Retirement Strategies for Businesses

Name: Tax Planning & Retirement Strategies for Businesses
Start: 2019-10-17T08:00:00-05:00
End: 2019-10-17T10:00:00-05:00
Location: Golden Valley Country Club

October 17, 2019 @ 8:00 am - 10:00 am

Free

Tax and retirement experts will discuss tax updates, planning tips, long-term financial strategies and much more.

Topics to be Discussed

Overview of updates after the Tax Cuts and Jobs Act
Minnesota’s adoption of Federal Tax Reform
Overview of the Qualified Business Income Deduction
Planning considerations for capital purchases
Selecting a retirement plan that meets your goals as a business owner

Speakers

Kyle Spicer, CPA | Tax Manager at Smith Schafer & Associates
Aaron Fulton, CFP®, MSFS | Vice President at HK Financial Services
John Randall, AIF, CRPS | Retirement Plans Sales Director at HK Financial Services

Timeline of Event

8:00 – 8:30 am: Breakfast & Registration
8:30 – 9:30 am: Presentation
9:30 – 10:00 am: Q&A session

Details

Date:: October 17, 2019
Time:: 8:00 am - 10:00 am
Cost:: Free

Venue

: Golden Valley Country Club
: 7001 Golden Valley Rd
Golden Valley, MN 55427 United States + Google Map
: View Venue Website

Organizer

: Smith Schafer & Associates
: View Organizer Website

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