ZWA Business Strategy Session: Maximize Your Financial Future

ZWA Business Strategy Session: Maximize Your Financial Future

Join us for a Business Strategy Session—Tax Tips, QuickBooks, Payroll, IRA rollovers & more. Dinner & drinks included!

By Zappitelli Wealth Advisors

Select date and time

Wednesday, June 18 · 6 - 7:30pm EDT

Location

North Ridge Event Center

1853 North Ridge Road Painesville, OH 44077

About this event

“Plan Ahead. Spend Smart.”

Join Zappitelli Financial Services for a value-packed Business Strategy Session where entrepreneurs and small business owners will gain powerful insights to optimize their tax position, structure their business for growth, and develop a retirement income plan that lasts.

Enjoy a complimentary Italian dinner and premium drinks while you learn how to maximize the efficiency of your spending—before sending estimates to the IRS.


What You'll Learn:

💼 All Things Business:

  • Tax Reduction Strategies
    Tax Loss Harvesting • Tax Credits • Capital Gains Analysis • Locating Gaps
  • QuickBooks Training
    Desktop vs. Online • Invoicing • Bill Pay • Accounting Tips
  • Payroll Optimization
    Direct Deposit • 1099s • W-2s • Kids on Payroll • Workers Comp
  • Business Formations
    Sole Proprietor • LLC • S-Corp • C-Corp • Partnership
  • Year-End Tax Return Planning
    1040 • 1065 • 1120S • 1120 • 1041 • 990
  • Social Security Strategies
    When to Start • Map Your Benefits • Understand Income Limitations


🎟️ RSVP
📧 Email: cbeach@zfstax.com
📞 Call: (440) 352-5770

Dinner & Drinks Included!

Menu Highlights:
🍽️ Italian Meal
🍷 Assortment of Beer, Wine & Top-Shelf Cocktails

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