CHAMBER FORUM, sponsored by: Victoria Bartolini from Arbonne Guest Speakers: Kevin Rambaugh - Kolodziej, Eisen & Fey LLC & Jay Walsh - Edward Jones Investments Title: Small business tax and financial preparation for this tax year and beyond Topics – Why to use a CPA and Financial Advisor; Concerns of the small business owner; Strategies for today and the future; and what to have prepared going into a meeting with your tax advisor and financial advisor.
As the year ends and tax season approaches, we are going to explore ways for the small business owner to be prepared for this tax year and future years as well. Topics explored include: Why to use a CPA and Financial Advisor; Concerns of the small business owner; Strategies for today and the future; and what to have prepared going into a meeting with your tax advisor and financial advisor. These topics are being covered from the view point of the presenters, one of which is a CPA/Tax Advisor and the other a Financial Advisor. Please bring your questions and concerns as we will leave ample time to address them.