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Thought Leadership Session - June 20, 2018

Published: 06/20/2018

Published in: small business, events

State Bank Financial will team up with EWH Accounting to present a summer education program for area businesses. This is a Morning and Afternoon session with lunch included. 

Morning: Cash Flow Essentials – 8:30-12:00

  • Business Cash Flow A - Z
  • Your Financial Statements: Balance Sheet, P & L, Cash Flow Statement
  • How Estimated Tax Payments impact Cash Flow
  • All 3 statements on one easy-to-read page
  • The 3 main drivers of Cash Flow
  • In-depth look at your Income Statement: the importance of knowing your percentages
  • Understand your Cost of Goods Sold and Gross Profit Margin %
  • Determine your break-even point after budgeting for profitability, loan payments
  • Increasing Sales: 4 strategies

Afternoon: Taxes Essentials – 12:30 – 2:30 

  • The 5 Factors that determine your tax position
  • Why paying off your business loans doesn’t reduce your taxes
  • Understand Pass-Through Entities and the S Corporation option?
  • Understand when you are taxed and taking money out of your business
  • Tax saving vehicles like retirement plans and HSA’s
  • Standard and Itemized deductions
  • The common business and personal deductions to help you reduce your tax liability
  • An overview of reading your personal tax return

Date and Time:

  • Wednesday, June 20, 2018
  • 8:30 AM – 2:30 PM CDT

LOCATION: State Bank Financial, 401 Main Street, La Crosse WI 54601

Cost: FREE, and we'll buy lunch! *Registration will be from 8:00am - 8:30am

For more information, please contact Angie at 608-781-5625 or Robert at 608.791.4503

Or click: Cash Flow and Tax Essentials Workshop Registration

State Bank Financial and EWH accounting are not affiliated businesses and are independently owned and operated.

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