Guest Speaker: How To Use Your Small Business To Shelter More Income From Taxes

  • April 17, 2014 · 6:30 PM

Itinerary:

Networking will begin at 6:30

Introduction of speaker at 6:45

Guest speaker presentation at 6:50

After speaker networking and questions at 7:50

Event ends at 8pm

As a small business owner, are you aware that you can defer taxes on a large portion of your income by setting up a company retirement plan? Artie Green, CERTIFIED FINANCIAL PLANNER™ Professional, will help you identify which plan to utilize to shelter the maximum amount of income based on your particular situation. Whether you are a sole proprietor or a small corporation with employees, learn how to take full advantage of tax deferred retirement planning. Artie Green, CFP®, MBA, is founder and principal of Cognizant Wealth Advisors, a financial planning and Registered Investment Advisory firm located in Palo Alto, California. Artie is a CERTIFIED FINANCIAL PLANNER™ Professional and additionally holds a NASAA Series 65 license for investment advisors. He earned a Bachelor of Science Degree in Mathematics/Computer Science from Carnegie-Mellon University, a Masters Degree in Business Administration from the University of Delaware, and has additionally completed the University of California Santa Cruz Certificate Program in Personal Financial Planning. Artie has been recognized as an expert in financial planning by the media and by his peers. He has been quoted in the Wall Street Journal, in PlanningForCollege.com, in Bankrate.com, and in the San Jose Mercury News, and also writes a monthly column on financial planning topics for the Los Altos Town Crier. He is Pro Bono Director for the Silicon Valley chapter of the Financial Planning Association, through which he organizes many free financial advice clinics and seminars in the South Bay area that have helped over 1000 people since 2010.

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  • Rebecca H.

    Thanks for the great presentation - sorry we couldn't stay longer - moving this morning!

    April 18, 2014

  • Ana L.

    It was great seeing and meeting everyone and I learned some very valuable information!

    1 · April 17, 2014

  • A former member
    A former member

    Hey all, remember to come inside the 800 W El Camino Building - ** Suite #180 is located across from the elevators.** The door will be open for you. Looking forward to having you visit Regus for this presentation!

    1 · April 16, 2014

  • Rebecca H.

    Excellent timing, as I am just starting to do business in California :-)

    2 · March 26, 2014

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