Creating a Well-Designed Retirement Plan For Your Small Business

After a new business starts to grow with steady cash flow, it’s time to consider tax planning to minimize taxes and maximize value. Utilizing a well-designed retirement plan can help achieve that goal. What type of retirement plan can help your business maximize its value, minimize your taxes, and maximize financial security for you and your team? Factors to be considered are age, health, various business and personal goals, etc.

Join us as we look at a case study of a solopreneur with $200K in revenue and how a well-designed retirement plan helped him minimize taxes and get on the path to early retirement. Learn how these tools can help you prepare for retirement as well.

About our Speaker: May Jiang is a Certified Public Accountant (CPA), Certified Financial Planner (CFP®), and Certified Exit Planning Advisor (CEPA®). May graduated Cum Laude from the University of Maryland Robert H. Smith School of Business with degrees in Accounting and Finance; she was an accounting scholar and finance fellow. With over a decade of professional experience, May has advised businesses of all sizes, from startups to Fortune 500 companies.

As the founder of Beyond Profit and Wealth Consulting (BPWC), May now focuses on supporting small to mid-sized businesses in local communities with outsourced accounting and CFO services. BPWC is a full-service firm that helps local entrepreneurs start their businesses, grow revenue, design tax strategies and retirement plans, as well as eventual business owners’ exit strategies.

Registration will close on September 5.