You started your business to pursue your passion, not to stress over tax codes and forms. But what if you had the right knowledge and tools to stay compliant, maximize deductions, and avoid common tax pitfalls?
Join us for a FREE workshop designed specifically for entrepreneurs and small business owners who want to gain confidence in managing their taxes, record-keeping, and financial responsibilities so you can focus on what you do best.
What You’ll Learn:
✅ Business Entity Types & Tax Reporting – Sole Proprietorships, LLCs, S-Corps & more
✅ Essential Record-Keeping & Accounting Software – How to track business income & expenses
✅ Understanding Tax Deductions & Credits – Maximize your savings while staying compliant
✅ Employee vs. Independent Contractor – Avoid costly misclassifications
✅ Estimated Taxes & Filing Deadlines – Know when, what, and how to file
Meet Your Expert Speaker, Ray Moncrieffe
We’re excited to welcome Ray Moncrieffe, Tax Director at Creative Planning, as our workshop leader! Ray has years of experience helping small business owners navigate the complexities of tax law, business structure, and financial planning. His passion for empowering entrepreneurs means you’ll walk away with actionable knowledge to strengthen your business finances.
Taxes aren’t just a once-a-year concern—they impact your business every day. Filing incorrectly, missing deductions, or misunderstanding tax rules can cost you time, money, and peace of mind. This workshop is designed to give you real, actionable strategies to manage your tax obligations with confidence.
This session will help you navigate everything from business structures and tax reporting to deductions and record-keeping. You’ll gain the knowledge to avoid costly mistakes, maximize your savings, and set your business up for long-term financial success. Plus, you’ll connect with other entrepreneurs who are on the same journey — because when small business owners support each other, everyone wins.
Attend in person for an interactive experience, or join virtually from the comfort of your home!
