LIVE WORKSHOP
From numbers to know-how: How bookkeepers, CPAs, and advisors work together to build financial confidence
Join us for this live webinar.
Here is what you'll learn:
In this webinar you'll learn:
How good bookkeeping drives smarter year-end tax planning
Learn what your financial reports reveal about tax and cash-flow opportunities.
Connect bookkeeping, tax, and planning for stronger year-end decisions.* How good bookkeeping drives smarter year-end tax planning
Learn what your financial reports reveal about tax and cash-flow opportunities.
How your entity structure impacts your tax bill
Top tax-planning tips to save $$$'s this year
Why protecting your income is important
Uncle Sam is not your friend
What type legacy are you leaving
And MUCH more!
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Presented by
Steve Kent
Cody Daniels
Brian Talbott
January 21, 2026
5:00pm Eastern Time
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