Upcoming Breakfast Meeting

December 13, 2017 – Year End Top Ten: Smart Moves for Small Business Owners

December is always a busy time, with fiscal quarters to wrap up, sales goals to meet, and books to close, not to mention holidays to celebrate, parties to plan, and children to welcome home from school.

It’s also a good time to take action on many things that can have a significant effect on the well-being of both your business and your personal finances. This year may be especially challenging, with some major tax changes in the offing. We’ll talk today about a Top Ten List of year-end actions for small business owners, with special attention to smart tax moves and creative retirement savings strategies.

About Heather Liston
Heather C. Liston is an independent financial planner and advisor based in San Francisco. She is a Certified Financial Planner (CFP®) and Enrolled Agent, and loves helping individuals, couples, and small businesses meet their long-term goals while also enjoying their resources in the present. Her practice specializes in comprehensive planning for all of life, with special attention to taxes, retirement preparation, and the intersection of marriage and other relationships with sound financial planning.

Heather teaches courses in Retirement Planning, Income Tax, and Employment Benefits in the Program in Financial Planning at UC Berkeley Extension, and writes for various publications on business and other topics.

December 13, 2017
7:15 – 10:00 am

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