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Tax Planning & Retirement Strategies for Businesses

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

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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


  • 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


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


Golden Valley Country Club
7001 Golden Valley Rd
Golden Valley, MN 55427 United States
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Smith Schafer & Associates
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