Time & Location
Feb 15, 1:00 p.m. – 2:30 p.m. PST
About the event
Julia Falci, Holistic Business Coach & Marketing Strategist, invites a panel of experts to discuss financial and legal matters for small business owners and solopreneurs. Register today to join us FREE!
Tax Efficient Investing for Individuals and Small Business Owners
Presented by Fidelity Investments (Meet the presenters: Matt Berezan from Edward Jones + Michelle Munro, Nathan Lo and Taylor Lee from Fidelity Investments)
Certain mutual fund structures can create a competitive advantage, allowing you to earn greater after-tax returns. Get an update on corporate class investing including recent industry developments and learn how to use T-SWP to optimize your cash flows over various time frames. This presentation will also give an overview of the taxation of small businesses, and how you can use tax-efficient investments to build your business.
Is time to incorporate your business?
Presented by Hayson Chan, CPA Accountant & Business Consultant
Hayson Chan, from Truspect Consulting, will share what you need to consider to define if you business could benefit from incorporating and how to prepare your organization for financial success.
Legal Considerations When Incorporating
Presented by James Struthers, Business Lawyer at macuhslaw
Learn what are the leagal considerations and upkeepping needed when incorporating your business.