Delaware Business Blog

Practical investments and tax planning for your business

By admin August 14, 2009 Business, Delaware, Education & Courses, Office Management, Opportunity & Resources No Comments

What’s the future of your business?
Do you think that you are managing your assets in an optimal way?

You can find out by attending a presentation that will allow you to gain a better basic understanding of your choices regarding investments, retirement, taxes and overall legacy if your business changes hands.

What: ChamberWorks: Practical investments and tax planning for your business
Where: N.C.C. Chamber of Commerce
When: August 20th, 2009 from 8:00 AM TO 10:00 AM
Cost: Free!

Learn how to improve business operations and ways to increase your cash flow, tax plan and protect your family and business in a time of tragedy.

This ChamberWorks session will focus on:

  • Short & Long-term cash flow investments and their tax advantages/disadvantages.

  • Business options for retirement (SIMPLE IRA’s, 401(K) etc.) and/or sale of business and tax advantages/disadvantages.

  • Buy – Sell agreements & corresponding insurance options. Transfer of business through a will/trust and understanding taxable events.

    • The presentation is hosted by Jeanne Griffith Leslie, MBA – Financial Advisor with Wells Fargo Advisors and Janice Matier – Gibson & Perkins LLC. They will share their specialties in financial and legal fields to provide you with some insight on how to improve your business.

    Leave a Reply

    Your email address will not be published. Required fields are marked *