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3 Timely Financial Topics for Business Owners

May 22 @ 12:00 pm - 1:00 pm

May 2024 is a great time to consider several important business topics: taxes, compliance, and benefits. This dynamic presentation, which will include lots of discussion, highlights the timeliness of:
• the new Corporate Transparency Act – understand your requirements for filing the Beneficial Ownership form.
• reviewing your 2023 tax returns to learn more about your business, confirm important tax opportunities, and plan for the remainder of 2024.
• recent legislation provides tax credits for businesses that install retirement plans – learn how to think about this opportunity.


After the webinar, you will know:
• Corporate Transparency Act – do I need to register before 1/1/2025?
• Understanding my 2023 Tax Return – did I take advantage of important tax opportunities?
• Retirement Plans – how should I think about retirement plans for my business, given the available tax credits?


Guest Speaker: Kelly Nilsson, CFP®, CDFA®, JD
Kelly Nilsson began her career in finance in 1992, with a small financial marketing company based in Greenwich, Connecticut. For the next seventeen years, Kelly worked for global financial institutions such as John Hancock, Manulife Financial, and Met Life in a variety of sales, marketing, and operations roles. In 2008, shortly after moving to San Diego with her husband and starting a family, Kelly began working directly with clients as a financial planner. In 2014, Kelly went back to law school while working full time at a multifamily office in Southern California. Kelly graduated from Mount Holyoke College with a Bachelor of Arts in International Relations. She has held the Certified Financial Planner designation since 2003. In 2019, after graduating from law school, Kelly sat for the California Bar exam and passed. In 2022, she launched her own California based RIA firm, offering advice only financial planning services. When she is not advising Brava clients, she loves spending time with her family outside in nature, reading, listening to a dizzying array of podcasts, and practicing yoga. To learn more about Kelly and Brava Financial, please visit www.bravafinancialplans.com.


NAWBO San Diego


In Person / Virtual
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