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Preparing for Success in Small Business - Expert Roundtable Discussion


Preparing for Success in Small Business - Expert Roundtable Discussion

Make Your 4th Quarter Your Best Quarter and Plan for an Even Better 2019

1. Leverage major 2018 tax changes to your full advantage

2. Benefit from the tax break for pass through entities

3. Defer or reduce taxable income

4. Use legal strategies to protect your business

5. Leverage retirement solutions customized for your business

6. Position your business for growth using simple steps

7. Increase sales while you sleep using free marketing tools 


JOE BRENNEMAN, The Growth Coach of South OC(714) 932-7492

MAGGIE FLEMING Fleming & Co. CPAs, APC(949) 586-8002

MICHAEL LANCASTER, Stocker and Lancaster, LLP(949) 622-5575

SYDNEY RICCIO Riccio Wealth Management(949) 788-1817

Securities offered through Securities America, Inc. A Registered Broker/Dealer. Member FINRA/SIPC. Sydney Riccio, Registered Representative. Advisory services offered through Cooper Financial Group. Riccio Wealth Management Advisors, Cooper Financial Group, and the Securities America companies are separate entities.

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Map Cooper McManus, 9870 Research Drive, Irvine, United States
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