Knowledge

Strategic Tax & Financial Planning for Business Owners & High Networth Individuals

Seminar Title: Strategic Tax & Financial Planning for Business Owners & High Networth Individuals
Date: Thursday December 12, 2013
Time: 07:00 pm CST
Duration: 120 minutes
Cost: FREE. Beverages & Gala Dinner Buffet served
Venue: Nandhini Restaurant & Banquet Hall 208 Coit Rd, Suite 700, Plano, TX 75075

Agenda:

An excellent opportunity for small business owners and high networth individuals (HNI’s) to update their knowledge, and learn their options for saving tax dollars, and & financial planning i.e. putting ones money for making money. Sudhir Pai, CPA, FCA, EA and his team has helped thousands of taxpayers by tax & financial planning. Don’t miss this opportunity today!

Agenda includes the following topics:

  • Possible Tax law changes and planning opportunities in 2013
  • How Business owners can save between $ 35-75K by using our proven tax strategies
  • Tax Planning using multiple entity structuring and gifting strategies
  • Tax Planning using Financial & Estate Tax Planning Strategies
  • High End Tax Planning Strategies for Closely Held Companies using ESOP, and Charitable entities
.