Our Weekly Newsletter

Grow Your Business & Grow Your Wealth with Gary Heldt airs episode 232 on December 11th with Adam Nash, co-founder and CEO of Daffy. Adam shares how Daffy is redefining charitable giving by leveraging innovative technology and a membership-based model that works for everyone—from individuals donating $10 a week to high-net-worth donors. Learn how Daffy makes giving easier, more intentional, and impactful.

Grow Your Business & Grow Your Wealth with Gary Heldt airs episode 233 on December 13th with guest Brian Meltzer, a business attorney specializing in mergers, acquisitions, and joint ventures. They discuss the importance of operating agreements, what to include, and how to structure partnerships to avoid future disputes. Brian emphasizes the risks of skipping proper documentation and highlights the value of hiring specialized legal counsel. 

Sterling Insightswith Roger Silk airs episode 7 on 12/11 with Eric Brotman. Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors in Maryland. Eric discusses client needs.

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.