Community Call: Financial Clarity at Year-End Presented by FustCharles
Tuesday, November 18 | 12:00–1:00 PM
Virtual (Zoom)
Cost: $49 or Free with Membership | Registration Required
FustCharles Presents: Financial Clarity at Year-End
Strategic Tax Planning for Women Who Mean Business.
As the year winds down, it’s the perfect time to take control of your financial picture and set the stage for a stronger year ahead. In this discussion, the team from FustCharles will highlight key year-end tax planning strategies every woman in business should know — from timing income and expenses to taking advantage of powerful deductions and credits.
We’ll cover actionable tips including:
• Income & expense timing
• Depreciation and asset planning
• Section 179 and bonus depreciation
• Tax credits like WOTC, R&D, and energy efficiency
• Bookkeeping, documentation, and upcoming tax law considerations
Whether you run your own business or manage budgets within an organization, this session will help you walk away with practical insights that bring clarity, confidence, and control to your year-end financial decisions.
This session is $49 for non-members and includes access to the live community call + full replay. Members of The Collective receive free access to all monthly calls, replays, and exclusive resources.
Become a member for the same price and get far more value.
Itinerary
12:00 – 12:15 PM | Welcome & Intros
Brief welcome from Founder, Alex Canavan
12:20 – 12:45 PM | Presentation: Financial Clarity at Year-End
A presentation led by Kelly, Lizzie, and Erin from FustCharles on key year-end tax planning strategies every woman in business should know.
12:45 – 12:55 PM | Member Q&A + Discussion
Bring your questions—our presenters and community members will share best practices, tools, and resources.
12:55 – 1:00 PM | Wrap-Up & Announcements
Share your takeaways and hear what’s coming next for the CNY Women’s Network community.
Join us for an empowering conversation that will help you make smarter financial decisions, set strategic goals, and start 2025 with confidence.
Cost: $49
Includes: access to the live event + replay
Members attend free
Want unlimited access to monthly calls + replays? Join The Collective for $49/month.
Meet the Speakers
Kelly Redmond, Tax Partner
Kelly provides income tax planning, compliance, and advisory services to proprietorships, partnerships, and corporations, as well as the owners and executives associated with those entities. She focuses on commercial clients utilizing pass-through structures, including partnerships and S-corporations, and is also involved in delivering tax services to the Firm’s not-for-profit organizations.
Kelly is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA). She is a graduate of the State University of New York College at Oneonta.
Outside of work, Kelly enjoys walking, boating, camping, and spending time with her family.
Elizabeth "Lizzie" Stoddard, Tax Supervisor
Lizzie provides income tax planning, compliance, and advisory services to proprietorships, partnerships, and corporations, supporting both the entities and their owners and executives. She works extensively with commercial clients utilizing pass-through structures, including partnerships and S-corporations, and participates in delivering tax services to the Firm’s not-for-profit organizations.
Lizzie is a Licensed Certified Public Accountant in both New York and California. She is a graduate of California State Polytechnic University and earned her Certificate of Accounting from UCLA.
Outside of work, Lizzie enjoys traveling, cooking, and history. She is fluent in French and loves spending time with her husband and their two young daughters.
Erin Morford, Tax Manager
Erin provides income tax planning, compliance, and advisory services to proprietorships, partnerships, and corporations, along with the owners and executives associated with those entities. She primarily serves commercial clients utilizing pass-through structures, such as partnerships and S-corporations, and contributes to the delivery of tax services for the Firm’s not-for-profit organizations.
Erin is a Certified Public Accountant in New York State and a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA). She is a graduate of Niagara University.
Outside of work, Erin enjoys cooking, watching documentaries, and walking her dog, Rudy. She also loves spending time with her husband and their new baby boy.
This event is brought to you by FustCharles.
FustCharles is a professional service firm providing audit, tax, and advisory services to businesses, not-for-profit organizations, and individual clients across a range of industries. Their office is located at 220 S Warren Suite F9, Syracuse, NY 13202.
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