TAX READINESS BLUEPRINT
Planning & Filing with Confidence

Join us for Tax Readiness Blueprint: Planning and Filing with Confidence—a one-day virtual conference designed to equip you with the insights and strategies needed for a successful tax season.

This immersive event brings together tax professionals, financial experts, and TaxBandits’ own specialists for an in-depth look at tax compliance best practices. Dive into essential sessions covering year-end planning, new regulations, and effective filing techniques to help you navigate 2024 with confidence. Don’t miss this chance to connect, learn, and refine your approach to tax compliance!

Meet our Panel of Industry Experts:

• 10:00 AM

  Mike Jesowshek

  CPA, Tax Savings Podcast

  Year-end Tax Savings and Deductions for Your Business

  Join Mike Jesowshek, host of the Small Business Tax Savings Podcast, as he shares his top year-end tips to help small business owners prepare for a seamless January. With a focus on maximizing tax savings and keeping more hard-earned profits in the bank, Mike’s insights are a must for any business looking to start the new year on the right financial footing.

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• 11:00 AM

  Tiffanie Corder

  TaxBandits Product Manager

  Preparing Your Business for Year-end Reporting

  Join Tiffanie, your TaxBandits expert, for a practical guide to help business owners organize their year-end reporting ahead of the busy January tax season for 1099s, W-2s, and more! Discover TaxBandits' fresh new look, complete with exciting enhancements to our technology and platform interface. Tiffanie will walk you through these updates and share her tips for setting up and organizing your account, drawing from her experience assisting clients throughout the year.

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• 01:00 PM

  Christina Wright and Tiffanie Corder

  Addressing the Latest FinCEN BOIR Notice

  In light of a recent federal court order pausing BOI reporting requirements, Jason Ackerman’s session on BOIR optimization will shift focus. Tiffanie and Christina will now explore this ruling.

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• 02:00 PM

  Christina Wright

  TaxBandits Business Development Manager

  Year-end Reporting Streamlined for High Volume Filing

  Discover how to simplify year-end reporting, even for high-volume filing, in this informative session. Christina, your TaxBandits expert, will walk you through the latest enhancements to the platform’s technology and user interface, designed to streamline the process for businesses managing large volumes of forms. Learn practical strategies for organizing your account and efficiently preparing for the busy January tax season, drawing from Christina’s experience assisting clients throughout the year.

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• 04:00 PM

  Adam Ackerman

  CFP, Chief Compliance Offer and Co-Founder of WealthRabbit

  Future-Proofing Your Business: Why SIMPLE IRAs Work

  Join Adam Ackerman, CFP, as he explores how SIMPLE IRAs can help small and mid-sized businesses secure their future. In this session, Adam will break down the benefits of SIMPLE IRAs, from boosting employee retention to creating a solid foundation for long-term growth. He’ll also highlight how WealthRabbit, a fully digital tool, makes implementing and managing these plans more accessible for busy business owners while supporting
  their bottom line.

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