WisOwners Lunch & Learn – Small Business Tax Forum

WisOwners Lunch & Learn – Small Business Tax Essentials and Business Tax Forum

PLEASE NOTE: WE’RE ENTERING THE OFFICE TOWER ON THE LEFT SIDE OF THE BUILDING. 
1025 South Moorland, 1st Floor (Enter, turn left, people to greet you!)

Small Business Tax Preparation Essentials
– Open Business Tax Forum
by
Alice Zaganczyk Peterson, CPA

-Are you preparing your business financials for your tax appointment?

-Do you wish you knew what was important for your record-keeping?

-Are you wishing you could ask questions before you see your Accountant?

Well this is your lucky day! Alice, a CPA, cares about Small Businesses performing well and is willing to inform us of critical points for our tax preparation.

During our Small Business Tax Overview, we will:

– Learn the importance of recordkeeping

– Discuss why being organized and timely with your small business records matters

– How easy it is to lose money if you are not keeping up with your bookkeeping on a timely basis

– Importance of understanding all the taxes you may have to pay: federal tax, state tax, employment tax

– If not addressed correctly, how taxes drain important times of business operation needs

BONUS:
Bring your tax questions to our Small Business Tax Forum

Tax season approaching  – There will be an Open Question Forum to receive basic answers to business tax questions.

As you’re preparing your tax information, start getting your questions list built to ask our Small Business Tax Expert!  

Meet our Expert:

Picture of Our Expert for the WisOwners Lunch & Learn - Business Tax Forum by Alice Zaganczyk Peterson, CPA

Our Expert for the WisOwners Lunch & Learn – Small Business Tax Forum by Alice Zaganczyk Peterson, CPA

Alice Zaganczyk Peterson, CPA
Business Tax Forum Expert

Alice Zaganczyk Peterson is a Certified Public Accountant with over 20 years of tax   preparation and working with small businesses. Her constant commitment to tax preparation runs deep – Alice holds a Masters Degree in Tax Administration.  Additionally, she has experience with audits – IRS, State of Wisconsin Income, Unemployment and Sales Tax.

Alice understands most business is conducted as Small Business in America. She wants to make sure Small Business Owners understand what is essential for their financial success.  Whether it’s learning how to set-up your books or complex issues and audits, Alice’s thorough and down to earth approach for your business’s   financials are assuring.

Contact Information:
Alice Zaganczyk Peterson, MS
Certified Public Accountant

AM Accounting & Tax Services, LLC
1123 N Water St Suite 305
Milwaukee, WI  53202

Phone:  414-231-9138
Website: http://www.amaccountingonline.com/

***Come Join Us!***
RSVP at https://www.meetup.com/wisconsin-business-owners/events/236908464/

Click on the “I’m going box” to start your registration now. 
You will be able to reserve your seat to network with other authentic relationship builders. Bring plenty of business cards and brochures to share!

***ITINERARY Friday, January 27, 2017*** 

11:00 – MEET AND GREET 
OPEN NETWORKING FOR A FULL HOUR BEFORE LUNCH 

This is the start of the Lunch & Learn…  
early arrival allows more open-networking time.  
We encourage you to meet many during this time.  

12:00 (Noon) – All-You-Can-Eat Buffet & Salad Bar! 
Network with great Business Owners and build strong  
relationship at your table while Lunching.

12:30 to 12:37 Break for seconds, then settle in…

12:37 Keith’s Minute 
12:40 – Speaker Introduction by Ron Chandler
12:45 – Speaker Presentation: Alice Zaganczyk Peterson, CPA
1:30 – End… or stick around to build relationships! 

***SPEECHES MAY BE VIDEOTAPED or PHOTOGRAPHED*** 
Your attendance at Wisconsin Business Owners means you may be shown on tape…and you’re okay with that!  

Please contact Keith or Maggie with suggestions or questions.  
Join us – RSVP for this Lunch & Learn now!  

MEET OUR SPONSORS & ORGANIZERS: 

Earl Smith, Consultant / Legal Shield 

Stacy Kaat of Stacy Kaat Photography
She makes YOU look like a million!

Mark Mullarky of Mullarky Business Systems! From 1-50 PCs,  Mark is your man for Computers and Computer Networks.  Learn more at http://www.MBSWI.com 

Maggie Mongan of Brilliant Breakthroughs, Inc. Rocks!
Check out over 800 blog posts to simplify your business’s
profitability at http://www.BrilliantBreakthroughs.com 

Ron Chandler of Summit Investment Management, Ltd.
http://www.suminvest.com 

Lucas J. Robak of Skillset Life Coaching, LLC
http://www.LucasRobak.com

Jennifer at http://www.MainStreetFraming.com in Lannon – Frame Your Awesomeness!

—-Thank you to our sponsors!—-

You can always get in touch with Maggie & me through the 
“Contact Organizer” link on Meetup: 
http://www.meetup.com/wisconsin-business-owners/suggestion/

OUR MAIN SITE, BESIDES MEETUP, IS AT WisOwners.com !

Regards,
Keith Klein
Organizer, Wisconsin Business Owners
Owner, OnYourMark, LLC
http://www.OnYourMark.com
Google Phone: 262-820-8201

Author of WebForging, A Practical Guide to the Art of Forging Your Web Presence
http://WebForging.com  This 242 page guide is written in non-geek speak especially for small business owners. Copies are available for $20 if Keith signs yours at the event! 

p.s.: Link up with us on LinkedIn ~
https://www.linkedin.com/groups?home=&gid=1795298
Our focus moving forward is to extend the value of the enhanced relationships engendered in our Wisconsin Business Owners Group, in person and online. Extend the value of your deepening relationships at our LinkedIn Wisconsin Business Owners Group. 

Join us!  RSVP at https://www.meetup.com/wisconsin-business-owners/events/236908464/

 

 

Find and follow (and re-tweet) us @WisOwners at Twitter!

Like us on Facebook at
https://www.facebook.com/Wisconsin-Business-Owners-170246793991/

Add us to your Circles at Google Plus:
https://plus.google.com/+Wisowners-meetup/

Why do you invest? Investing with a Purpose, Lunch & Learn Friday, Dec 2nd, 2016

WisOwners Lunch & Learn – Investing with a Purpose

RSVP for Investing with a Purpose at 
https://www.meetup.com/wisconsin-business-owners/events/235335914/

PLEASE NOTE: WE’RE BACK TO ENTERING THE MAIN LOBBY DOORS UNDER THE CAR-PORT ON THE RIGHT 
1005 South Moorland, 1st Floor (Hotel Main Lobby on right that we normally use!)

Investing with a Purpose
with Ron Chandler

Have you established short and long term financial goals?

Do you know if your current investment strategies align with those goals?

Have you considered the risks that could prevent you from reaching your financial goals and have you taken steps to mitigate those risks?

In this talk, you will be presented with an easy to follow blueprint for investing with a purpose and managing your wealth so that you can spend more time focusing on managing your business.

Stocks, Bonds, Mutual Funds, and Real Estate. Today there are more investment products to choose from than ever before.  In this presentation, we will talk about the importance of establishing the “Whys” for your investment strategies – Investing with a Purpose – before jumping into the “What’s”.

If you are interested in understanding the risks people make with their investment strategies, then join us and learn how to make sure your strategies align with your financial goals.  This is NOT a “sales pitch” – everyday people AND financial advisors will find this of interest.

Meet our Expert: Ron Chandler

Picture of "Investing with a Purpose" Presenter Ron Chandler

“Investing with a Purpose” Presenter Ron Chandler

Wisconsin Business Owners sponsor Ron Chandler is an owner and officer with Summit Investment Management, Ltd., a fee-based investment management company located in Milwaukee.

Before acquiring a portion of Summit in 2012, Ron had worked as an options instructor for Optionetics Inc., as well as Managing Partner for Chandler-Wiles Group, LLC, a management consulting firm and Big Dog, LLC., a private investment firm.

Ron has executive experience across a wide variety of industries (automotive, pharmaceutical, petrochemical, service, food retail, and financial) and disciplines (sales, engineering, program management, product development, and operations).

After selling his manufacturing business in 1994, Ron established himself as a turnaround consultant working with troubled companies.

Ron holds a Series 65 Securities Licenses as well as State insurance licenses in Life and Health in the state of Wisconsin. He is also certified as a Lean Manufacturing Expert and a Six Sigma Black Belt by the University of Michigan-College of Engineering and has co-authored a book on those subjects.

He has been a featured speaker at investment conferences across the country and volunteers his time teaching financial literacy to school age children and young adults. He also shares his life lessons on his Blog, Foundational Living.

Ron’s Contact Information: 

C/O: Summit Investment Management, Ltd. 
400 E Wisconsin Ave. 
Milwaukee, WI 53202

Direct Dial: 414-291-4488 
rchandler (at) suminvest.com

***Come Join Us!***  RSVP at 
www.meetup.com/wisconsin-business-owners/events/235335914/

Click on the “I’m going box” to start your registration now. 
You will be able to reserve your seat to network with other authentic relationship builders. Bring plenty of business cards and brochures to share!

***ITINERARY Friday, December 2, 2016*** 

11:00 – MEET AND GREET 
OPEN NETWORKING FOR A FULL HOUR BEFORE LUNCH 

This is the start of the Lunch & Learn…  
early arrival allows more open-networking time.  
We encourage you to meet many during this time.  

12:00 (Noon) – All-You-Can-Eat Buffet, including Salad Bar! 
Network with great Business Owners and build strong  
relationship at your table while Lunching.

12:40 Learning Presentation 
12:40 – Speaker Introduction 
12:45 – Speaker Presentation: Ron Chandler 
1:30 – End… or stick around to build relationships! 

***SPEECHES MAY BE VIDEOTAPED or PHOTOGRAPHED*** 
Your attendance at Wisconsin Business Owners means you may be shown on tape…and you’re okay with that!  

Please contact Keith with suggestions or questions.  
Join us – RSVP for this Lunch & Learn now!  

MEET OUR SPONSORS & ORGANIZERS: 

Earl Smith, Consultant / Legal Shield 

Stacy Kaat of Stacy Kaat Photography
She makes YOU look like a million!

Mark Mullarky of Mullarky Business Systems! From 1-50 PCs,  Mark is your man for Computers and Computer Networks.  Learn more at http://www.MBSWI.com 

Maggie Mongan of Brilliant Breakthroughs, Inc. Rocks!
Check out over 700 blog posts to simplify your business’s
profitability at http://www.BrilliantBreakthroughs.com 

Ron Chandler of Summit Investment Management, Ltd.
http://www.SumInvest.com 

Lucas J. Robak of Skillset Life Coaching, LLC
http://www.LucasRobak.com

Jennifer at http://www.MainStreetFraming.com in Lannon – Frame Your Awesomeness!

—-Thank you to our sponsors!—-

You can always get in touch with Maggie & me through the 
“Contact Organizer” link on Meetup: 
http://www.meetup.com/wisconsin-business-owners/suggestion/

OUR MAIN SITE, BESIDES MEETUP, IS AT WisOwners.com !

Regards,
Keith Klein
Organizer, Wisconsin Business Owners
Owner, OnYourMark, LLC
http://www.OnYourMark.com
Google Phone: 262-820-8201

Author of WebForging, A Practical Guide to the Art of Forging Your Web Presence
http://WebForging.com  This 242 page guide is written in non-geek speak especially for small business owners. Copies are available for $20 if Keith signs yours at the event! 

p.s.: Link up with us on LinkedIn ~
https://www.linkedin.com/groups?home=&gid=1795298
Our focus moving forward is to extend the value of the enhanced relationships engendered in our Wisconsin Business Owners Group, in person and online. Extend the value of your deepening relationships at our LinkedIn Wisconsin Business Owners Group. 

Find and follow (and re-tweet) us @WisOwners at Twitter!

Like us on Facebook at
https://www.facebook.com/Wisconsin-Business-Owners-170246793991/

Add us to your Circles at Google Plus:
https://plus.google.com/+Wisowners-meetup/

Come join us!  RSVP at 
www.meetup.com/wisconsin-business-owners/events/235335914/