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LUNCH & LEARN

2023 Tax Year-End Planning for Business Owners

by LevitZacks CPA Shareholder,

Jared P. Werner

 

Why should you attend?

If you are an owner of a closely-held business, whether it's small or large, and you are interested in optimizing your year-end tax planning for 2023, this event is tailored to provide you with comprehensive insights into relevant tax strategies and opportunities.

What are you going to learn?

In this Lunch & Learn, the audience will gain insights into essential tax planning opportunities and effective implementation strategies tailored to businesses of varying sizes, ensuring they don't overlook valuable opportunities.

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Date & Time:

Thursday, November 16

Lunch & Networking starts at 11:30am 

Presentation from    12pm - 1:00pm

Location:

Optima Office

5120 Shoreham Pl.

Suite 285

San Diego, CA 92121

 

Please contact Melissa Perrell with any questions

Melissa.Perrell@optimaoffice.com | 619-200-3333

 

RSVP by November 10, 2023

 Space is limited

 

Jared's Career and Credentials:

As a Shareholder and the Director of Tax at LevitZacks, CPAs (LZ), Jared works with closely held businesses and high-net-worth individuals with their tax, business planning, and accounting needs.

Jared has a Bachelor of Science in Business Administration from USC and a J.D. and LL.M. (Master of Law – Taxation) from the University of San Diego School of Law. He is also a California-licensed attorney and CPA. Jared has the background, knowledge, and expertise to understand the intricate details of a company’s financial statements and advise them on important business decisions to reduce tax liabilities while ensuring their taxes are professionally filed.  Jared joined LZ in 2011. Before joining LZ, Jared worked at Ernst & Young, LLP.