Finance - Year-end Tax Planning and Legislative Update – How to Prepare for the Inevitable

As business owners, when should we start our year-end tax-planning? NOW! It is important to be proactive in this area and not wait until the last minute. Hear from tax and financial professionals that will provide you actionable advice for various business types. In light of the recently enacted 2017 Tax Act, it is important for business owners to be familiar with how this affects their business and bottom line.

Date: Thursday, July 19th, 2018
Location: Lurie, LLP -2501 Wayzata Boulevard, Minneapolis, MN 55405
Time: 11:30 am to 1:00 pm
Investment: $25 NAWBO Members // $55 Non Members

Meet our expert speakers!

Meghan R. Kratz, CPA

Meghan joined Boulay in 2007 and became a partner in 2017. She specializes in tax planning strategies for businesses at various transitional stages, as well as wealth-building for individuals...Read More.

David D. Brauer, CPA, MBT

As an aspiring college accounting professor, Dave grew increasingly fascinated with taxation. Without hesitation, he switched gears and began a career in public accounting, initially with a Big 4 accounting firm...Read More.

Whitney Emanuel, CRPC

Whitney Emanuel has been a financial adviser for 7 years. She began at Ameriprise Financial and started her own practice, Strategic Visionaries LLC in 2014. She holds her FINRA Series 7, 63, 65 & state insurance licenses and her CRPC® certification... Read More.

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