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3nsight™ Workshop - Improve Cashflow, Save on Taxes, & Protect Your Assets

Mar

23

3nsight™ Workshop - Improve Cashflow, Save on Taxes, & Protect Your Assets

by Precision Business Strategies

Actions and Detail Panel

Sales Ended

Date and time

Wed, March 23, 2022

9:00 AM – 1:00 PM CDT

Location

Online event

Refund policy

Refunds up to 7 days before event

Eventbrite's fee is nonrefundable.

Learn to Implement Cashflow, Tax, and Asset Protection Strategies Every Business Owner Should Know

About this event

You’ve probably heard the phrase, “Those who fail to plan, plan to fail.” For small business owners with growing enterprises, this expression is especially true.

Even if you have a CPA, you could be losing thousands of dollars due to improper financials and poor tax & asset protection planning.

It's a fact -- business owners that proactively review their financial statements, develop a tax plan for current and future years, and take charge of their asset protection strategy are able to exponentially grow and protect their wealth.

At the 3nsight™ Workshop, you'll learn to implement the exact framework we use that has generated MILLIONS of dollars in savings for our clients. And, you will get real time guidance to make sure that you’re getting it right.

Here is what you can expect

  • Get guidance and feedback on your cashflow and financial statements from a CFO
  • Gain insight on the legal tax strategies that can easily save you 5-6 figures in taxes annually
  • Create the foundation for protecting your assets from taxes and liability
  • Get access to the 3nsight™ Workbook
  • Leave the workshop with holistic strategy to track, keep and protect your wealth
  • Do all this from the comfort of your home

It is time to get financial visibility so that you can make better business and tax decisions

1. Register for the Workshop

2. Gain financial visibility on your company, learn tax strategies that are available to you , and create a plan to protect your assets

3. Implement the 3nsight™ framework and save thousands of dollars

FAQ's

Will there be a replay available afterwards?

  • Yes! All registrants will have access to a replay of the Livestream, and the breakout strategy sessions, for two full weeks afterward. You will receive an email to the address you use during registration. That email will arrive within 48 hours of completion.

What if I want my financials, tax return, or estate plan reviewed?

  • The VIP level offers a review of your financials, and tax return done by the Precision Business Strategies team. Along with that benefit, there is also a 1:1 consultation to review the summary of findings. Be sure to select the VIP option from the drop down during registration!

Can my spouse/partner attend?

  • If you are able to gather in the exact same location, only one registration is needed for the livestream. If, however, you are in two separate locations - separate registrations are needed. To maintain the appropriate ratios in the strategy breakout sessions, only the person(s) registered will be allowed access. If, however, you need multiple registrations, it is possible to ensure you are placed in the same breakout strategy group. Please provide a list of participants via email to info@pb-strategies.com

How many people are in the breakout strategy sessions?

  • Each breakout strategy group will have a maximum of five people. The VIP registration places you in an even smaller group of only three people, giving you more time with the facilitator(s).

You mentioned that snack and lite refreshments will be provided. . . how is that possible for a virtual workshop?

  • Yes! We want to make sure you remain energized and engaged. Our team will provide snacks and lite refreshments. Each participant will receive specific details on how to access their treats.

What does the VIP registration entail?

  • As a VIP attendee, you receive the additional benefit of having your financials and tax return reviewed by the Precision Business Strategies team. This review will occur following the 3nsight™ Workshop. Our team will review your P&L, Balance Sheet, Cashflow statement and prior year tax return and send a detailed summary of findings within three weeks of the workshop.

Can you give us an example of content that will be taught?

  • The most important financial statements
  • How to review financial statements for opportunities
  • What questions should every CEO ask about their financial statements
  • Difference in Entities
  • Tax planning using the S-Corp, C-Corp, Partnership, and LLC Properly
  • Top Tax Strategies for 2022-2023
  • Retirement Accounts 401k/SEP/Roth Strategies
  • Real Estate Investing & where to buy
  • New laws for 2022-2023
  • Privacy & Anonymity Strategies
  • Strategies for Structuring Different Investing Activities
  • How to create tax free income
  • Advanced Business Planning for Tax Reduction
  • Paying Family Members in Your Business
  • 199A Pass-thru Strategies
  • Self-Directing Rules to Maximize Retirement Accounts
  • Estate Planning, Legacy Wealth, and Asset Protection
  • And much, much, more!

Workshop times:

1:00 p.m - 5:00 p.m CST

Tags

  • Online Events
  • Online Conferences
  • Online Business Conferences
  • #assetprotection
  • #taxplanning
  • #wealthplanning
  • #smallbusinessworkshop
  • #taxstrategy
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3nsight™ Workshop - Improve Cashflow, Save on Taxes, & Protect Your Assets

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