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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.
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.
