McMurtry Financial Services, LLC


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Maximize tax savings with our tax prep 101





Our mission is to strengthen the financial viability of businesses globally and we understand that a key component in executing our mission is through training and education. Every year, we accomplish this by providing a space for at least 100 businesses to learn, network, and access tangible resources at our financial symposium. We’re building community beyond the symposium to allow for the exchange of practices, technical information, and resources that are mutually beneficial for the success of each business involved.

DON’T MISS OUR FINAL WORKSHOP OF THE YEAR!

Join us on December 3, 2024, for an essential 90-minute Tax Preparation Workshop at the Town Bank Community Room, 4720 W Lisbon Ave., Milwaukee, WI. This is your last chance this year to get hands-on, expert guidance on business tax prep!

PREPARE TO WALK AWAY WITH PRACTICAL INSIGHTS ON:

1. Correct Tax Filing: Learn which forms to file based on your unique business structure.

2. Maximizing Deductions: Discover key tax deductions that could save your business hundreds, even thousands.

3. Essential Documentation: Get organized with a checklist of must-have items for your tax preparer to ensure smooth and accurate filing. Come ready to connect with fellow business owners, share ideas, and gain confidence in handling your taxes.

Reserve your spot now—space is limited!

_________________________________________________________
Agenda:
5:30 pm - 6 pm - Networking & Light Refreshments
6 pm - 7:30pm - Workshop
7:30 pm - Closing Remarks & Departure

Register today for only $50/person/session!



Budgeting



Session 1: June 4, 2024


Registration Is Closed

Bookkeeping



Session 2: August 6, 2024




Registration is Closed

Financial Statements



Session 3: October 1, 2024




Registration is Closed

Tax Prep 101



Session 4: December 3, 2024




Register Today

Building Community Workshops





Town Bank Community Room
4720 W Lisbon Ave. in Milwaukee, WI

Reminder: The entrance is not the same as the main Town Bank building. Please continue around the corner to 4720.



Be the first to know when registration opens!


Join the community



Connect. Partner. Grow.



262-307-2244

INFO@MCMURTRYFINANCIALSERVICES.COM

MCMURTRYFINANCIALSERVICES, LLC



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