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