Countybank Summer Lunch & Learn Series: Small Business Playbook: Your Guide to Investments, Taxes, and Estate Planning

Presenter: William Coxe, CRPC ™ Private Client Advisor, Greenwood Capital

Summary: No one tells you about all the paperwork that comes with starting a business. It can sometimes feel like you need to be a lawyer, accountant, real estate mogul, and HR specialist, all at once. William will take you through the early details that can impact the trajectory of your business’s growth and explain how a financial advisor can develop a plan to manage cash flow, reduce taxes, protect you from liability, and build wealth.

Take Aways:

• Entity considerations and hidden tax benefits
• Strategies for estate planning
• Investing basics and when to start
• Plus: access to more resources for established or expanding businesses