@ 500 W. Madison St., Suite 1150 Chicago, IL 60661 - 312 353 4540

Tuesday, May 16, 2017 from  9:00 AM to 11:30 AM

Workshop - Tax, Retirement Planning and Audit Mistakes Which Cost Business Owners Thousands 

Are you confident you’re taking advantage of every available tax break? Is your tax advisor giving you proactive advice to save on taxes? I’ve got bad news and I’ve got good news. The bad news is, you’re right. You do pay too much tax. You’re probably not taking advantage of every tax break you can. And most advisors do a poor job of actually saving their clients’ money.

The good news is that you don’t have to settle for less. You just need a better plan. This workshop answers the following questions:

1. How does the tax system work?
2. Is my business structured for optimum tax benefits?
3. Do I have the best retirement plan to shelter income from future liabilities?
4. Am I missing medical benefits available as tax write-offs?
5. Have I taken advantage of all tax deductions available to only small business owners?
6. What are the chances that my business may be audited?
7. How do I protect my business from audit consequences?

This workshop is designed to make business owners aware of missed income tax saving opportunities before they occur and help build an effective audit defense program to reduce the magnitude of tax deficiencies.  The following” take-aways” will be:

  • Ability to read the tax red flags
  • Understanding the basic tax infrastructure
  • Ability to take advantage of the graduated tax rate system
  • Tools for restructuring your business for available tax benefits
  • Implementation of a sound audit-ready accounting system

Presenter: Pete Lewis of Lewis & Associates Tax Planning, Inc., (LATP) in St. Charles, Illinois has more than 30 years of tax and accounting experience.  LATP provides tax planning, compliance, IRS debt resolution and audit representation before federal and state tax authorities.   He holds an MBA in finance from Dominican University in River Forest, Illinois, and a Bachelor’s Degree from Southern Illinois University in Carbondale, Illinois.  He is also a Certified Public Accountant and an Enrolled Agent to Practice before the IRS.

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REGISTRATION FEE $35.00