Upcoming Event: Smart Tax Strategies for Business Owners To Minimize Your Tax Burden

As the year comes to a close, it’s crucial to ensure your business is strategically positioned to minimize taxes and maximize savings. Join us for an exclusive seminar at HGI Wealth Advisors’ headquarters in Alpharetta, GA. Where you’ll discover how smart tax planning can keep more money in your business.

What You'll Learn:

  • How to use your Retirement Accounts as a safe haven.

  • Proven year-end tax strategies tailored for business owners.

  • How to leverage deductions and credits to reduce your taxable income.

  • Insights into retirement planning options to defer taxes.

  • The latest IRS updates and how they impact your 2024 filings

  • Real-world examples on minimizing your business’s tax burden.

Why Attend?

  • Expert Guidance: Learn from leading financial professionals who specialize in tax-efficient strategies for businesses.

  • Comprehensive Solutions: Get actionable steps that you can implement before December 31 to protect your profits.

  •  Free Consultation: Each attendee will have the opportunity to schedule a one-on-one session to further explore personalized tax solutions.

Who Should Attend:

  • Business owners who want to retire comfortably and exit their business on their own terms.

  • Business owners seeking to attract and retain key employees.

  • Business owners focused on protecting their assets and wealth from creditors and liabilities.

  • Business owners who desire to become their own bank.

  • Business owners interested in devising strategic wealth transfer strategies.

Meet the Leading Minds In Business Planning:

  • Mauricio Garcia

    Mauricio Garcia is an entrepreneur and financial strategist with over 24 years of experience in finance. His goal is to help others achieve financial freedom by utilizing both conventional and modern financial strategies, including leveraging

  • Consra Rosales

    Consra Rosales With over 20 years of experience in finance and accounting, Consra Rosales is a recognized industry leader. Her deep expertise and leadership in the financial sector have earned her a reputation for driving growth and innovation. Throughout her career, she has held key leadership positions and demonstrated a commitment to excellence, helping individuals and organizations achieve their financial goals. 

  • Edwin A. Mendoza Bakhsh

    Edwin A. Mendoza Bakhsh is a founding partner of HGI Wealth Advisors, with over 20 years of expertise in financial management and investment planning. He established his practice on the foundations of technology,  detailed financial oversight and strong client relationships, aiming for sustained strategic growth.

Date: Saturday, February 22nd

Time: 10:00 AM

Location: 11405 Old Roswell Road Alpharetta, GA 30009

RSVP Today: Seating is limited to ONLY 32 guests. Call (770) 742-2386 or click here to secure your complimentary spot.