Learning Seminar from Lutz: Financial Foundations for Business Owners

Financial Foundations for Business Owners – Lutz
Planning, Taxes & Growth Strategies
Presenters: Adriane Washburn, Justin Vossen & Jerad Knott

Running a small or mid-size business presents unique financial challenges, from managing cash flow to planning for the future. This session will help business owners take a proactive approach to building a strong financial foundation. With practical insights on planning, taxes, and growth strategies, you’ll gain tools to make smarter decisions, stay compliant, and prepare for what’s ahead.

Key Takeaways:

• Build a Forward-Looking Financial Plan: Learn how to develop budgeting and forecasting processes that identify financial risks early, support growth, and balance personal and business cash flow.

• Take Control of Your Tax Position: Understand strategic tax planning, including selecting the right entity structure and leveraging deductions, to minimize surprises and reduce your tax burden.

A catered breakfast will be graciously provided by Lutz for all attendees.