10/28/2026
⏳ ONE DAY AWAY! 🥂✨
I’m so excited to bring business owners together tomorrow for an evening of great conversations, valuable tax strategies, and meaningful connections—all over delicious food and a cocktail! 🥂
One of my favorite things about being a CPA is helping business owners recognize opportunities to save on taxes while building long-term wealth.
💰 Did you know your 401(k) can be more than just a retirement account?
It can also be a powerful tax-planning tool!
Tomorrow, we’ll discuss how retirement plans can help business owners:
💰 Reduce taxable income through eligible retirement contributions.
📈 Build long-term wealth through tax-advantaged retirement savings.
💼 Maximize business deductions with qualifying employer contributions.
✨ Take advantage of potential tax credits available to eligible small businesses.
I’m especially looking forward to sharing these strategies IN PERSON alongside our partners at J.P. Morgan!
Because sometimes the best financial conversations happen outside the office—over a great meal, a cocktail, and genuine connections.
📅 Thursday, October 29 | 5–7 PM
🥂 THE 401(k) TAX ADVANTAGE
An Exclusive Private Dining Experience for Business Owners
✨ Save on Taxes. Build Wealth. Plan for Retirement.
Looking forward to an incredible evening of learning, networking, and meaningful conversations!
RetirementPlanning WealthBuilding