Tax Strategies for Entrepreneurs

Venture CPA

Tax and retirement strategies from a CPA and Financial Advisor.  Work taxes into your financial plan to retaining your hard-earned wealth.

Amy, owner of Venture CPA, is offering a FREE, lunch-time webinar on December 1st. Together with special guest, Brandon Hebert of Modernized Wealth, Amy will bring you valuable tax planning tips to consider as you wrap up the tax year. This webinar will greatly benefit small business owners and real estate professionals.Venture CPA takes a unique and wholistic approach to tax planning. Working taxes into your financial plan is the key to retaining your hard-earned wealth. Your CPA and financial advisor should be working hand-in-hand to make the most of YOUR money! In this one-hour lunch-time webinar, we’ll cover…Entity types, including LLC’s and S CorporationsBusiness tax deductions, including automobiles and home office. Retirement plan contributions and distributionsCharitable donations, including the Arizona Tax Credits and other unique ways of making the most out of your charitable dollars. BONUS DISCUSSION: Opportunity Zones – a real estate investors dream to staying in the game and working less! You WILL take away valuable information to discuss with your CPA and financial advisor! Amy HoeyeAmy Hoeye is the proud owner of Venture CPA, a year-round tax and consulting firm. She is a Certified Public Accounting with over twenty years of experience helping small business owners organize and understand their numbers, minimize tax and prepare tax returns. Venture CPA is Amy’s financial wellness firm, which is focused on tax savings strategies for business owners and real estate investors. In addition to running this unique tax planning firm, Amy is a real estate investor, entrepreneur, student, teacher and passionate opportunity seeker. my grew up in Rapid City, South Dakota and married her high school sweetheart. She and her husband Chris have been married since 1998 and have three children. Littleton, Colorado was their home for 12 years; then in 2018 they moved to Chandler, Arizona to be close to family. Amy is a proud Denver Broncos fan, outdoor enthusiast, and beer connoisseur. She is passionate about education, which is the foundation of her business and vision for the future.Brandon Hebert As a Certified Private Wealth Advisor (CPWA®) and the visionary behind Modernize Wealth, Brandon uses his experience – balancing a growing family with the business – to educate and empower his clients.
Joining the family business in 2009 was an easy decision for Brandon. Driven to help others, Brandon is always thinking, continually learning, and constantly evolving new solutions for Modernize Wealth clients.
As CEO of Modernize Wealth, Brandon leads our innovation. His modern thinking, combined with John’s extensive industry experience, has created a unique approach to wealth management in Arizona.
Brandon earned the Certified Exit Planning Advisor (CEPA®) designation following an MBA-style program, run by the Exit Planning Institute, that trains and certifies qualified professional advisors in this very important field.
The idea of helping clients make sound financial decisions and create generational wealth for their families is of utmost importance to Brandon, especially as he has a growing a family of his own. Brandon and his wife Elizabeth have two young children – son Jack, and daughter Avery. Nothing is more important to Brandon than building a legacy for their future, and for the future of our clients’ families.

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Tax Strategies for Entrepreneurs

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