Workshops & Webinar

Welcome to Our Workshops Page!

At The Tax Strategist, we're dedicated to equipping individuals and businesses with the knowledge and skills needed to achieve financial success. Our workshops offer practical insights and actionable strategies on a range of topics, all tailored to meet your unique needs.

The Tax Savvy Entrepreneur Series
Our flagship series is designed to help small business owners navigate their tax responsibilities and plan effectively for the future. These webinars address crucial topics such as tax planning strategies, revenue and expense documentation, and techniques to reduce tax liability. Held every Wednesday in August, this series is perfect for entrepreneurs and small business owners ready to take control of their financial future.

Lunch & Learns
Join us for our interactive Lunch & Learn sessions, where you can gain valuable insights in a relaxed, casual setting. Each session covers a variety of topics, including effective tax strategies, financial planning, business optimization techniques, and managing tax flow to enhance cash flow. Held every Wednesday in August, these sessions are ideal for small business owners and entrepreneurs looking to elevate their financial knowledge while enjoying a lunch break.

My Biz Check-up
This comprehensive workshop offers an in-depth review of your business’s health. Participants will learn how to maintain accurate financial records, interpret financial statements, and implement best practices for sustainable growth. This workshop also includes strategies for optimizing tax flow to improve overall cash flow. Perfect for those seeking to ensure their business operates at its highest potential, this session provides essential tools for business success.

Tax Flow to Cash Flow
In this targeted workshop, we delve into the critical relationship between tax flow and cash flow. Learn how to effectively manage your tax obligations to optimize your cash flow and support your business’s financial stability. We will explore practical techniques for forecasting and managing tax payments, understanding the impact of taxes on your cash reserves, and implementing strategies to ensure that your business remains financially agile. This session is ideal for business owners and financial managers looking to enhance their cash flow management through informed tax planning.

Explore our workshops to gain the insights and strategies you need to achieve your financial goals. We look forward to helping you succeed!