Damian Palfini, CFP® Growth brings opportunity—and risk. This final session focuses on making intentional decisions about hiring, scaling, and the long-term direction of your business, while tying everything together into a complete Business Game Plan. With special guest Marketing guru Kelly Fuson. Identifying your target market, niches and crafting a marketing plan Building reserves and […]

Damian Palfini, CFP® Your business can provide a tax efficient way to help support your life—not just generate income. This session explores how to use benefits and retirement plans strategically to protect yourself, reduce taxes, and build long-term stability in a way that fits your cash flow and growth plans.Health insurance: Individual, Group, HSAAdditional insurance: […]

Damian Palfini, CFP® Taxes don’t have to be scary or stressful, we’ll discuss the tips and tricks to stay organized and plan ahead rather than react at tax time. We’ll breakdown business taxes in plain language across the different tax entity selections and provide a framework for understanding:Taxation across entity typesIncome tax vs self-employment taxFederal […]