Saving Tax and Building Wealth: Implementing Tax, Business and Retirement Strategies for You and Your Families
Join our webinar to learn how to implement tax strategies prior to the year end to save taxes and build wealth. We will discuss how structure, business, and retirement planning are crucial in this holistic view of tax planning, that if implemented strategically, will have a positive cash flow for your business and your families.
We will also review the Employee Retention Credit and how you can qualify under 3 different methods to receive up to $26,000 per eligible employee. Our team will highlight proposed tax laws and review those that are set to expire.
Chris Chudyk, CPA, CITP is a Partner at Traphagen Financial Group. He is a graduate of Ramapo College. Chris specializes in the implementation of tax planning strategies, preparation of business and personal tax returns, and reviewed and compiled financial statements. As a CITP, Chris is a technology professional who is able to bridge the gap between technology and accounting.
Robert Traphagen, CPA, CGMA is the Managing Partner at Traphagen Financial Group. He is a graduate of Rutgers University. Robert specializes in negotiations, mergers, acquisitions, financing, and audits. Robert is a Chartered Global Management Accountant (CGMA), a designation awarded by the American Institute of Certified Public Accountants (AICPA) and the Chartered Institute of Management Accountants (CIMA).
Christopher Fundora, CFP (R), CRPS is a Director of Retirement Planning & Wealth Advisor. He is a graduate of Boston University. Chris specializes in in working with executives to understand and optimize their corporate stock options and collaborates on the construction of our portfolios and conducts research and due diligence on current and potential investment strategies.
Kristina Kostovski, CPA, MBA is a Senior Accountant at Traphagen Financial Group. She is a graduate of Montclair State University. Kristina has extensive corporate state and local tax experience from spending her first two years of her career at the Big 4. She also has experience in partnership and individual tax preparation.