Our Weekly Newsletter

Grow Your Business & Grow Your Wealth with Gary Heldt airs episode 220 on October 30th with Elliott Kallen, the CEO of Prosperity Financial Group, shares his journey from entrepreneurship to wealth management. With a strong focus on family wealth, Elliott discusses the challenges of business succession, financial literacy, and ensuring the next generation is prepared to inherit and grow family wealth. He also touches on the emotional aspects of managing wealth within families and how his personal experience with teen suicide led him to establish A Brighter Day, a foundation dedicated to addressing teen stress and depression. 

Better Business, Better Life:  Building on Your Success with Terry DuPont airs Episode 61 on 10/31 with Todd Villarrubia. Todd is an accomplished and board-certified estate planning and administration expert. Todd discusses tax strategies.

Secrets to Selling Your Business with Jacob Koenig airs episode Episode 60, Wednesday 10/30.  Want to sell your business successfully? Joseph Gitto shares key insights on the Secrets to Selling Your Business podcast! From clean financials to strategic planning, learn how to maximize your business value and ensure a smooth sale process.

A surprisingly underutilized 47 year old section of the IRS code allows you as the business owner to get your employees to reduce your payroll taxes for you, and have them thanking you for the privilege!

In this training, you’ll learn:

The nuts and bolts of this section of the IRS code and how it works.

Step-by-step guidance on setting up a a plan that fits your business.

Insights on compliance to ensure you’re on the right side of IRS regulations.

Real-world examples of how this strategy has reduced payroll taxes for businesses like yours.

Techniques to communicate these benefits to your employees, making them your biggest fans.

This isn’t just about saving money. It's about embracing a smarter approach to business finances and workforce satisfaction.

Seats are limited, and the strategic advantage waits for no one. Reserve your spot now and join a league of savvy business owners who are transforming their payroll strategies!

Brought to you by:

CPA, and Certified Tax Coach Gary Heldt, and the member experts of Tax Savings For Your Business.