Our Weekly Newsletter

Grow Your Business & Grow Your Wealth with Gary Heldt airs episode 222 on November 6th with Jake Falcon, founder of Falcon Wealth Advisors. Jake discusses the importance of financial planning for business owners, especially those nearing retirement. He shares insights on why it’s risky for business owners to rely solely on selling their business as their retirement strategy and highlights the value of diversifying wealth early on. Jake also covers tax planning, risk management, and how his team approach at Falcon Wealth Advisors helps clients navigate complex financial landscapes.

Grow Your Business & Grow Your Wealth with Gary Heldt airs episode  223 on November 8th with Hillary Johns, managing partner of Hillary Johns Trial Lawyers, with offices in Beverly Hills, the Bay Area, and New York City. With over 100 civil trial cases under her belt, Hillary shares her extensive knowledge in business law, intellectual property, defamation, media law, and employment law. She emphasizes the importance of regularly reviewing business contracts, having proper insurance, and ensuring compliance with evolving regulations.

Secrets to Selling Your Business with Jacob Koenig airs episode Episode 61, Wednesday 11/6. Discover how the updated SBA financing policies are reshaping the landscape for buyers and sellers in the market with Michelle Orr. 

Better Business, Better Life:  Building on Your Success with Terry DuPont airs Episode 62 on 11/7 with Zachary Roper. Zachary is an entrepreneur and Managing Director at Zachary Roper Consulting. ZRC specializes in fractional CFO solutions for small to midsized companies.  Zachary discusses income diversification.

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.