Events Calendar

10th Annual Tax Planning & Growth Forum

10th Annual Tax Planning and Growth Forum

Hosted by: Bassett & Byers, P.A.

Tuesday, November 15th, 2016

AIRPORT HOTEL TO BE NAMED, Morrisville, NC 27560

Click here to VIEW AND DOWNLOAD REGISTRATION FORM

9:00am – 10:15am - QuickBooks Tricks & Tips

    • The IRS is now requesting the entire QuickBooks file and business owners and their bookkeepers are vulnerable! The immediate steps you should take to protect your business from these income tax audits.

    • Protect your business from the new state unclaimed property audits

    • Maggie’s Tips & Tricks

    • Useful Apps, Excel Functions and custom reports

    • Handouts and sample reports will be provided

 

10:30 am to 12 noon – Tax Update and Planning Strategies

  • Post-election tax update

  • The Business Deduction Finder™

  • Maximizing deductions for autos, trucks, travel and meals

  • Retirement plans, MERPs and HSAs

  • New planning opportunities with multiple entities and self-directed IRAs

  • The hottest tax audit issues of 2016

 

12 noon to 1pm – Lunch

1pm to 2:15pm – 5 Simple Steps to Grow Your Business and Get Your Life Back

    • Presented by Sid Zagri, business coach for Maui Mastermind®

    • 5 Ways to grow your business without working nights and weekends

    • How to “systematize” your business to reduce costs, increase capacity and maximize profitability

    • How to uncover and harness your company’s top leverage points for rapid growth

    • The quickest path to build an owner-independent business that you can one day sell, scale or own passively.

 

2:30pm to 4:30pm – Advanced Planning Strategies

  • 1st time offered in Raleigh

  • Tax planning and wealth building through the start-up, ownership and exit

  • Using arbitrage and compounding in all phases of the business

  • How to use the SAVANT framework in strategic tax planning

  • Workbook will be provided

  • NOTE: Only current clients are permitted to attend this session. The content that will be presented is recommended for our clients in the 35% and 39.6% tax brackets. This session includes proprietary tax strategies and all participants will be required to sign a non-disclosure agreement before attending.

Location Morrisville, NC