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Register for the Webinar:

2023 Year End Tax Planning:  

Mastering Your Strategy for 

Year-End Tax Planning and Beyond

Presented by Rose Financial Solutions (ROSE)

Thurs. December 7, 2023 | 12:00 PM - 1:00 PM ET

Join us for '2023 Year End Tax Planning: Mastering Your Strategy for Year-End Tax Planning and Beyond.' As businesses gear up for the year-end, it's crucial not to overlook tax planning, a key element often forgotten. Striking a balance between minimizing the annual tax burden and maintaining operational efficiency is paramount. 

In this webinar, we will discuss actionable strategies to mitigate your 2023 tax bill, covering essential topics such as:

Additionally, our discussion will build on the introductory insights about tax deductions and deferrals, including bonuses, 401K plan funding, prepaid expenses, fixed assets, vehicles, charitable contributions, and certain state tax prepayments. Learn how to optimize these opportunities without compromising your business's operational efficiency.

Join us as we guide you through a comprehensive approach to year-end tax planning, ensuring you master your strategy not only for the upcoming year but well beyond.

Introducing Our Presenters

Timothy J. Fargo, CPA

CFO & Tax Partner

Rose Financial Solutions

Tim Fargo is a CPA with over 30 years of accounting and business management experience. He has 9 years of direct non-profit experience in the design and construction industry. Tim’s expertise includes the management of staff, strategic planning, budget preparation, financial statement presentation, and audit and tax preparation work.

Tola Ayinde

Senior Tax Manager

Rose Financial Solutions

With over 15 years of extensive experience in tax consulting and compliance for both corporate entities and individuals, Tola, as the Senior Manager of Tax at ROSE, leads the delivery of a comprehensive range of tax services. Specializing in developing effective tax strategies to mitigate risks, she ensures clients' adherence to local and federal tax laws. 

Theresa Delenne

Senior Tax Manager

Rose Financial Solutions

Theresa Delenne, Senior Tax Manager at Rose Financial Solutions, brings over three decades of expertise to the tax, accounting, and auditing profession. Her commitment to assisting small businesses with their tax needs has been a driving force throughout her career. Theresa's experience positions her as a valuable resource for those seeking strategic insights to mitigate tax liabilities and optimize financial positions.