CALLING ALL BUSINESS OWNERS!!!

Live Deck Training Opportunity

Jan 29th, 9am-4pm

Lecturer & Host, Leading Tax Strategist & Business Tax Solutionist Enthusiast, Stephanie Livingston CPA

“Learn My Best Strategic Moves and Expect Different Results for 2026

with the Same Business Variables”

1) MAKE MORE MONEY BY SELLING (9:00am – 10 Min) WARM-UP TOPIC:

STRATEGIC CATEGORY: BUY / SELL / MERGER / ACQUISITION (BSMA)

Level: Basic

• The difference between BSMA

• When to think about selling

• When to “Gut” your Business to make more money for a Buy/Sell

• The optimal time for Selling without leaving money on the table

• How to optimize retirement for a Business Owner

2) IRS RED-FLAG ELIMINATION STRATEGIES (9:15am – 40 Min) TEACHING TOPIC:

STRATEGIC CATEGORY: DETER 95% of IRS AUDITS FROM DARKENING YOUR PLACE OF BUSINESS WITH:

Level: Intermediate

o Pay yourself Back

 Owner Payroll – How Much?

 Reasonable Compensation Subjectiveness

 Owner Payroll – Frequency?

 Pay your personal bills on-time or early

 Cash-Flow Problems Circumvention

o Increase your Basis

 Owner Loans & What is Related Party Interest

 Federal Interest Rates