WebinarsFrom Cash Flow to Protection: Tax-Smart Wealth Strategies for IT Business Owners
Reed Warren, CEO of iTValuations sits down with Pat Lonergan of Vital Wealth to explore how IT leaders can strengthen their businesses and personal wealth through smarter cash flow and tax strategies.
This session walks through a practical framework that begins with understanding your company’s cash flow, then applying that knowledge to craft a proactive tax mitigation plan. From there, they dive into how tax strategy informs investment decisions, and how both can be supported and protected through sound legal structures and the right insurance coverage.
Attendees gain insight into:
- Identifying overlooked opportunities to reduce tax liability (often $5,000–$10,000 in annual savings)
- Aligning tax and investment strategies to accelerate growth and stability
- Structuring entities, trusts, and insurance to safeguard both business and personal assets
If you’re an IT company owner looking to keep more of what you earn, invest wisely, and protect your future, this is a conversation you won’t want to miss.
