Financial Education: Tax-Efficient Wealth Building for Entrepreneurs

​​*TARRA Members Only

​​As your business grows, your financial structure must grow with it. Join us for a focused conversation on smart money moves. How to build tax-efficient wealth for entrepreneurs.

​​This session is designed for founders, entrepreneurs, and owners who want practical guidance they can apply immediately.

​Focus: How to make money work for you through entity design, deductions, and compounding.

​Key Learning Objectives:

• ​Maximizing business deductions and tax-advantaged accounts (SEP-IRA, Solo 401(k))

• ​Owner compensation structures (W-2 vs. distributions vs. bonuses)

• ​How to use insurance cash value as a supplemental retirement plan

• ​Navigating the “loopholes” most business owners overlook (deferred comp, 162 bonus, etc.)

​​The First Western Trust team works with entrepreneurs across the West to help them manage cash flow, protect their personal assets, and build for the future. We combine local expertise, responsive service, and tailored financial strategies to support business owners at every stage of growth.