SEPTEMBER

Choice of Entity

Thinking about starting a business? Or not quite sure if you picked the right structure for the one you already have? In this session, we’ll walk you through the most common business structures—what they mean, how they work, and how to pick the one that fits your goals. We’re covering the basics (and beyond) of:

• Sole Proprietorships

• Single-Member LLCs

• Partnerships

• Corporations (including S-Elections)

You’ll walk away understanding the pros and cons of each option—how they impact your taxes, liability, and ability to grow—and when it might be time to switch structures. 🧠✅

🎙️ Presenter: Consultant, Angi McClish, CPA & CFO
🗓️ Tuesday, September 23rd at 12pm EDT

OCTOBER

Year-End Tax Planning

Q4 is here—and what you do now can seriously change what you owe in April.

This training will help you stop guessing and start planning. We'll break down the deductions that can save you money before the year wraps up. You’ll learn:

• Which expenses to consider before December 31st to reduce your tax bill

• How to get clean, clear financials to make tax prep smoother

• What conversations to have with your tax preparer before it’s too late

• Tips to avoid common year-end mistakes and set yourself up for a stronger 2026

🎯 This session is perfect for business owners who want to go beyond the basics and take a proactive approach to tax planning, and year-end financial health.

🎙️ Presenter: Consultant, Angi McClish, CPA & CFO
🗓️ Tuesday, October 21st at 12pm EDT

NOVEMBER

Estimated Taxes

Quarterly payments, penalties, and “safe harbor” rules—oh my!
If you’ve ever been surprised by a giant tax bill or felt unsure about when and how much to pay the IRS, this session is for you.

In this CPA-led training, we’ll break down:

• What estimated taxes are (and why they matter)

• Who needs to pay them—and when

• How to calculate your payments

• What “safe harbor” rules mean (and how to use them to avoid penalties)

• What happens if you underpay or skip a deadline

• Tools and tips to make quarterly payments easier and less stressful

Understanding estimated taxes is crucial for staying compliant, avoiding nasty surprises, and keeping more of your hard-earned profit.

✅ Don’t wait for the IRS to send a love letter—join us and get ahead of it now. We’ll make it clear, doable, and maybe even a little fun. 😉

🎙️ Presenter: Consultant, Angi McClish, CPA & CFO
🗓️ Wednesday, November 12th at 12pm EST

DECEMBER

Last Call for 2025 Write-Offs

The countdown is on—don’t let tax savings slip through your fingers.

Before we ring in 2026, let’s make sure you’ve taken full advantage of the deductions and strategies still on the table. In this CPA-led session, we’ll cover key tax-saving moves you can still make before December 31st.

We’ll walk through:

• Vehicle purchases: what qualifies and what doesn’t 🚗

• Should you stock up on inventory before year end? 📦

• Equipment and asset deductions (Section 179 anyone?) 🛠️

• Meals and entertainment—what’s actually deductible 🍽️

• Timing purchases and expenses to maximize your write-offs

• What not to do in a last-minute spending frenzy

✅ This session is packed with practical tips to help you finish the year strong, reduce your tax liability, and walk into January without regrets.

🎙️ Presenter: Consultant, Angi McClish, CPA & CFO
🗓️ Tuesday, December 9th at 12pm EST