Let's Talk Tax-Savings: Strategies for Investors and Business Owners

Taxes are one of our biggest lifetime expenses.

They impact our cash flow, investments, properties, and businesses…not to mention our overall net worth.

While they may spark *dread* instead of joy, they still deserve our time and attention—because understanding different strategies to lower your annual tax bill can really add up over time.

During this workshop we cover:
- Taxes 101 aka the basics to help you get started
- Actionable tax-saving tips for your stock market, real estate, and business investments
- How to find a great CPA to work with

About the speaker:

Candace Galiffa has been a Certified Public Accountant (CPA) for over a decade. After studying Accounting at the University of Pittsburgh, Candace traveled solo through much of Australia and Europe. She began her career in public accounting at PricewaterhouseCoopers and then held various leadership roles in corporate accounting, finance, and investments. After nearly a decade in Corporate America, she decided to focus on her entrepreneurship roots. She founded NewWay Accounting to serve small business owners and entrepreneurs, as well as provide modern accounting solutions an

 
 
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How to do a 401(k) Rollover and Stop Leaving Money on the Table

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