Oceanside Financial Strategies

Join us to learn how the sunsetting Tax Cuts and Job Acts of 2017 and SECURE Act 2.0 may impact your business and family. Learn about potentially disappearing tax strategies before Dec 31st 2025 and how to help protect your business.   Lunch is provided for all in person attendance at the HRUHCA office.

This lunch and learn addresses how to search for, develop, and transition the business to a family member (or other successor). As Business owners, we know there is a delicate balance of maintaining family harmony while integrating children into the family enterprise and monetizing your hard work.   Business owners get one chance relationally and financially […]