Tax Planning for Businesses, Maybe Even Yours

The October 2024 Tax & Estate Planning Knowledge Circle will be held on Tuesday, October 15th at 2 pm ET.

Guest speaker Mark Prendergast will be presenting, "Tax Planning for Businesses, Maybe Even Yours."

Most financial planners have a working knowledge of taxes for individuals, namely the Form 1040.   For many of us, the business tax planning can be unfamiliar territory.  We will start with the basics of “entity choice” and finish with the end of the business cycle, often a sale or merger.  In between, we will explore a few tax strategies for the meat of the business life cycle.  And if you are an owner in a financial planning practice, you will likely find tax topics that are in your enlightened self-interest.

Mark Prendergast MS CPA CFP® CDFA® is a repeat offender in the Tax and Estate Knowledge Circle, as well as FPA Connect in general.  He has served FPA in two local chapters, regional conferences, state chapter, and on FPA national board of directors.  He currently serves as a tax planning specialist in the Huntington Beach office of Apella Wealth where his main focus is tax, estate, and divorce planning.  Mark has provided continuing education sessions at FPA (Retreat, Annual Conference), CalCPA, Wealth Counsel, IDFA, and NAPFA.