Year-End Tax Moves for Business Owners

​"How do I cut my tax bill?" is a DECEMBER question.

​By the New Year, a lot of deadlines are past.

​Salary is set, purchase deadlines have passed, and the plans that needed to exist by year-end aren't in place.

​(And those mistakes get more expensive with every company you own.)

​Mitchell Baldridge, CPA, CFP®, works with owners on this every year. In this session he’ll go through the moves you can still make in the last weeks of the year:

• ​Structure: whether each of your entities is set up right, and when switching to an S-Corp starts to pay off

• ​Salary: how to set owner pay so you keep the QBI deduction without raising IRS red flags, plus the December bonus trick that also covers your safe harbor payments

• ​Spending and timing: which purchases are actually worth making before year-end, and which expenses to pull forward or income to push back

• ​Retirement: the accounts that have to be set up by December 31, or you lose the whole year’s contributions

• ​Books: why messy or outdated books across multiple companies cost you deductions you never see

​Bring your questions.

​Free to attend. Register to get the link.

​---

​Can’t make the time?

​RSVP anyway, and we’ll send the recording to everyone who’s on the list.

​Want more talks like this one?

​Grab your ticket for Compound Conference 2027 here. Space is limited.

​By signing up, you agree to be contacted by Mitchell Baldridge and Michael Girdley | Compound Conference.