Understanding and Paying Business and Personal Taxes

March 11, 2026

Tim discusses the different types of income beyond the W-2, the business tax return, business expenses and deductions, retirement deductions and credits, health and benefit deductions.  He also covers options for saving and paying your taxes.

Don't miss this important information that is vital to your financial success!

Profit First with special guest Relay Bank

February 11, 2026

Profit First with special guest Relay Bank

Building on the success of last month's webinar where we explained the concept of Profit First, we are continuing our exploration of the system with our special guest, Bernardo Tellini of Relay Bank. 

Bernardo will discuss Profit First deployment and the financial workflows for accounts payable, accounts receivable and credit/debit card management. 

Profit First is designed to help business owners:

• Take control of cash flow
• Pay themselves consistently
• Reduce financial stress
• Build a sustainably profitable business

The Profit First method involves intentionally dividing revenue across different bank accounts, including a profit account. This practice can help business owners create their own profit margin from day one, instead of allowing expenses to grow faster than the business.

2026 Coming Attractions

April 8 - Exit Planning

Maybe one of our most popular webinars, Tim explains how to make your business work for you and the keys to a successful exit. He will identify the team you'll need to execute a smooth transition so that you don't leave money on the table.