Tax Game Plan for Entrepreneurs
Strategic Planning to Help Protect and Grow Your Business and Personal Wealth
A community education event—no sales pitch, just clarity and confidence.
Choose Your Date & Location
Three convenient locations or join online from anywhere.
What You'll Learn
- Turn Business Success into Personal Wealth: Learn how to align your business growth strategies with your personal wealth-building goals through proactive tax planning.
- Choosing the Right Entity for Tax Efficiency: Explore how the right business structure and deductions might help reduce your taxes and increase cash flow.
- Real Estate as a Tax Strategy: Understand how strategic real estate investments could potentially create valuable tax advantages.
- Protect Your Profits During Business Growth: Learn practical tax strategies at every stage—from startup to scaling your business.
- Planning Your Business Exit for Maximum Financial Benefit:
Gain insight into tax strategies designed to enhance your outcomes when selling or transitioning your business.
Meet Your Presenter
David Talley, CFP®, ChFC, EA, is uniquely positioned to guide entrepreneurs through complex tax strategies that enhance both business success and personal wealth. His clear, actionable approach simplifies strategic tax planning for business owners. David has over a decade of experience helping entrepreneurs in the Appalachian Highlands gain financial clarity and confidence.