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2022 Tax Workshop - Benefits of Tax Planning - At the ION in Houston

  • The ION 4201 Main street Houston, TX, 77002 United States (map)

Tax 101: Benefits of Tax Planning

 

This Workshop will show you how to:

  • New Business owners need to understand the benefits of tax planning. We created this workshop to help you identify which business structure will bring the most tax savings and allow you to become profitable quickly. For established businesses, we will show you ways to better control your tax exposure. We’ll identify which deductions are available for your particular industry, how to take advantage of certain tax credits, and how to limit your tax burden as your business grows. And for individuals, it is important to understand the variety of techniques to maximize after-tax income and build wealth.

    This workshop is the first in a series of three Tax Workshops. Each workshop provides value as a stand-alone, so attend one, some, or all of them according to your interest.


AGENDA

S-corps and other Pass-through Entities review under the New Tax Bill.

  • Are there any advantages?

  • What Corporate structure changes should you consider in your Medical / Dental Practice?

C-Corps

  • How to incorporate C-Corps into your Practice Corporate Structure to reduce your Federal Income Tax?

Discussion will focus on the latest trends in corporate structure to limit Federal income tax to a maximum of 21% above your net spendable income, "Pay Income tax on what you “Consume” and not what you “Earn”.

Should you keep your Defined Benefit / Cash Balance Plan?

  • Have You Considered Tax Free retirement Plan?

Discussion will compare traditional pension plans to deferred compensation private pension plans under the new lower corporate tax rates.

  • Unlimited Contribution Limits

  • Tax Free Income

  • No Employee Coverage Requirements

  • Flexible & Inexpensive to Administrate

Estates/Trust Tax Issues

Q&A

 

MEET OUR SPEAKERS

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James Hintz CLU, CHFC

Doctors Financial Services

doctorsfs.com

 
 
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Ralph Pence, FSA

Advisor’s Resource Company

advisors-resource.com

 
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Registration free

COMPLIMENTARY 30 MINUTES PERSONAL CONSULTATION

https://www.eventbrite.com/e/tax-101-benefits-of-tax-planning-tickets-407618095697?aff=ebdsoporgprofile

 

 

SPACE IS LIMITED