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Contact
SCORE North Metro Atlanta
SCORE phone: 678-506-0718
SCORE email: northmetroatl@scorevolunteer.org
How To Leverage the NEW Tax Codes
Register today for this workshop!
Do you know the top 5 new tax codes and how they could impact your business?
This workshop focuses on the main things you need to be aware of, as a business owner and an individual, and how to take advantage of them. Whether you are an S Corp, C Corp or LLC, we will discuss different scenarios that affect you and your business.
Discover tax and investment maneuvers for small business owners, specifically for 2018.
- Long-term tax planning
- Preparing for capital gains
- Tax Harvesting
- Conservation Easements
- Film Credits
Explore distribution strategies to maximize your finances.
- Long term strategies to reduce your tax burden
- Pulling from different resources to fund expenses
- How to make the most of your money while balancing spending and taxes
Learn ways that all Americans, regardless of income, can strategically utilize Roth IRAs.
Fee $25
ABOUT our Instructor
Jon Baker
Jon Baker founded his company, Jon Baker Financial Group (JBFG), in 2000, and the financial planning firm has since grown to help more than 500 clients. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and he also holds an M.S. in Financial Planning.
Jon received his undergraduate degree from Eckerd College in St. Petersburg, Florida. He began his career in the financial services industry in 1991 and moved to Atlanta three years later to become the Branch Manager for J.P. Atkinson and Associates. In 1996, he became Vice President of U.S. Planning Group, helping the firm to create a more client-friendly approach to financial planning.
During his 25 years in the industry, he has directly trained more than 40 financial advisors and has served as a mentor and coach to hundreds more. He often speaks locally to Atlanta-based executive groups, such as Kettering Executive Network, Right Management, and Vistage International. In addition, he is frequently a featured speaker on practice management at the annual Advisor Group broker-dealer convention, which is attended by more than 3,000 advisors from across the nation.