This is your monthly opportunity to ask Ashish Acharya, MAcc, CPA, CFP®, PFS, our CEO/Founder, your most pressing questions about your tax strategies or anything else that’s on your mind. Whether you’re navigating projections, wondering about new IRS updates, or want clarity on something in your plan, this live Q&A is for you.

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‍What You’ll Learn

• How to structure your books to support deductions, owner draws, and IRS compliance
• When (and why) to convert from an LLC to an S-Corp
• Common entity and accounting pitfalls that trigger audits—or missed write-offs
• How to use your P&L to make real-time tax decisions
• Clean-up strategies for messy books before Q4 hits
• How successful clients organize their back office for tax savings and clarity

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Who Should Attend

This webinar is perfect for:

• Business owners who file as S-Corps or are considering it
• LLC owners who want to clean up their books and optimize their setup
• First- and second-year entrepreneurs unsure if they’re structured correctly
• Real estate investors and service providers juggling multiple income streams
• IFC tax planning or tax prep clients preparing for Q4

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