Financial Considerations & Tax Planning Opportunities for Small to Mid-Sized Businesses
Business owners have to keep a number of tax planning and financial considerations on their radar, whether they are just starting out, managing growth, or preparing for an exit.
In this webinar, Matt Adams, CFP®, CLU®, ChFC® and Jordan Dawley, CPA discuss financial considerations and tax planning opportunities for owners of small to mid-sized businesses, as they plan for the end of 2023 and beyond.
About the Presenters
Matt Adams, CFP®, CLU®, ChFC®
Partner & Financial Advisor
Matt specializes in comprehensive wealth management for individuals, families and business owners. This includes, but is not limited to, investment strategies, 401(k) and retirement plans, disability income insurance, life insurance, long-term care insurance, charitable gifting strategies, estate conservation, and business succession planning. Matt has over 25 years of experience in the financial services profession.
Matt Adams is a Financial Advisor offering Securities through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment Advisory services through Avantax Advisory ServicesSM, and Insurance services offered through an Avantax affiliated insurance agency. Jones & Roth and Avantax are unaffiliated.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Jordan Dawley, CPA
Senior Manager
Jordan Dawley works at Jones & Roth as a Senior Manager. He specializes in providing tax planning and preparation for individuals and businesses, working closely with our dental and healthcare practice niches. He enjoys connecting with others in the local business community and providing solutions that have an impact on local companies and their owners. He currently serves as the Audit Chair of the local chapter of Risk Management Association.
Jordan Dawley is a Financial Advisor offering Securities through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment Advisory services through Avantax Advisory ServicesSM, and Insurance services offered through an Avantax affiliated insurance agency. Jones & Roth and Avantax are unaffiliated.
