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Financial Literacy Course: Tax Planning
Wed, Sep 23
|80 East Bourbon and Cocktail Club
This 6‑month Financial Literacy series helps leaders move from reacting to their numbers to using them to drive confident decisions. Each 3 hour monthly session combines clear, expert teaching with practical, hands‑on work using real‑world examples and participant scenarios.
Time & Location
Sep 23, 2026, 12:30 PM – 4:00 PM
80 East Bourbon and Cocktail Club, 80 E Olentangy St, Powell, OH 43065, USA
About the event
Tax Planning
Experts from Clark Schaefer Hackett will lead participants on a high level overview of how business income flows to owners in common structures and will discuss typical business tax issues.
Goals:
Understand the difference between tax preparation and year‑round tax planning.
Identify a few practical planning opportunities with advisors (timing of purchases, entity choice discussion, recordkeeping).