Tax & Exit Planning for Entrepreneurs - Retire SMART

Details

Date:

April 26

Time:

08:00 am - 09:00 am

Click to Register: https://www.eventbrite.com/e/tax-exit-planning-for-entrepreneurs-tickets-1312866913279

Organizer

Retire SMART LLC

Website: https://www.eventbrite.com/o/retire-smart-llc-96526628473

Venue

13815 FNB Pkwy suite 400

13815 FNB Parkway #suite 400, Omaha, NE 68154

Omaha, NE, US, 68154

Get ready to learn how to navigate taxes and plan your exit strategy like a boss at our event for entrepreneurs!

Join us for an informative workshop on Tax and Exit Planning for Entrepreneurs, hosted by David Brooks (Founder & CEO of Retire SMART), Evan Marshall (Chief Tax Planning Officer), and Mike Schudel (Financial Advisor).

Key Topics Covered:

✅ Common tax challenges business owners encounter
✅ Benefits of a proactive financial team for tax and exit planning
✅ The SMART Model for Tax Planning:

Shifting Income
Maximizing Deductions and Credits
Analysis of Entity Structure
Retirement and Succession
Tax Strategies
✅ Various tax strategies and considerations to optimize your financial future

This workshop will equip you with valuable insights to navigate tax complexities, plan your exit strategy, and ensure a smooth transition when the time comes.

Contact Information

Disclosures

Our Affiliations

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Advisory services offered through SMART Wealth, an affiliate of Retire SMART. SMART Wealth, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940 and an affiliate of Retire Smart. Registration as an investment adviser does not imply a certain level of skill or training. The communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information about SMART Wealth, LLC can be found by visiting www.adviserinfo.sec.gov and searching by the adviser’s name. This is prepared for informational purposes only. It does not address specific investment objectives. All investments are subject to risk including the potential loss of principal. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Neither the firm nor its agents or representatives may give tax advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Retire SMART is not affiliated with the US government or any governmental agency. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Retire SMART is stated or implied. Appearances on the media outlets included herein are paid placements.

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