Join THRIVE Coworking, the official i4Series venue sponsor, for their first event of 2024! Learn from an esteemed tax professional who will offer advice on how to help your accountant reduce taxes owed in 2023 and optimize your financial standing in the new year and beyond. Gina Mewes is a tax resolution specialist based in Greenville, who has settled hundreds of cases for her clients, eliminating more than $8 million in tax liability. She’ll cover these topics for entrepreneurs and small business owners:

• What expenses should you be tracking and how should you track them?
• Should a business owner be a W-2 or 1099, take distributions, or some combination?
• Should you use Health Savings Accounts (HSAs), Roth IRAs, 401(k) plans, and Roth conversions to maximize wealth building now and in retirement?
• Are your business operations structured to take advantage of tax-saving opportunities?

SCHEDULE

Check-in: 4:30 pm

Presentation + Q&A: 4:40-5:30 pm

Networking: 5:30-6:30 pm