Small Business Roundtable

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Name: Small Business Roundtable
Date: January 16, 2025
Time: 8:00 AM - 9:30 AM MST
Registration: Register Now
Event Description:
Topic: Navigating the Complexities of Tax Planning

Join us for an empowering morning at our Women Business Owner’s Roundtable.

Learn more about Small Business resources and get answers to questions about starting or growing your business. Whether you are looking for an on-demand library of short videos answering commonly asked questions or a roadmap to help you get started, we have tools for you. Tools are available to help estimate costs for the permits your business may need.

As a member-focused initiative, this roundtable offers a unique 90-minute format expertly facilitated with timely topics important to small business owners with dedicated time for networking, member introductions, topical discussions, and a robust Q&A session. Held at the SCWCC Office at New Altitude Co-working Space, this event promises a conducive environment for meaningful connections. Attendance is free for members and $20 for non-members. Seize this opportunity to connect, learn, and thrive with fellow women business owners in our dynamic community. Register now for a morning of growth and collaboration.
 

Key areas of focus will include:

  1. Tax Planning Practices: Strategies to minimize tax liability while staying compliant with laws.
  2. Entity Classification: Understanding how various business types impact taxes.
  3. Owner/Employee Compensation: Guidelines for setting reasonable pay in S Corporations that meet IRS standards.
  4. Payroll Management: Best practices for managing payroll and tax reporting efficiently.
  5. Tax Estimates: Techniques to avoid underpayment penalties by estimating taxes accurately.
  6. Recent Tax Law Changes: The importance of keeping up with new laws that affect tax planning and business classification.


Speaker: 

Vidhya Krishnamoorthy, CPA, and Katie Fenton, EA
Managing Tax Directors, Carson Group Advanced Solutions

Vidhya Krishnamoorthy, CPA, and Katie Fenton, EA, are Managing Tax Directors at Carson Group Advanced Solutions: Tax and Accounting, bringing a combined 34 years of public accounting experience to their roles. Their extensive expertise covers a wide range of tax returns, including those for individuals, businesses, fiduciaries, and benefit plans, as well as tax planning and complex business transactions. They have worked with a diverse clientele, from small businesses to large corporations, helping them navigate intricate tax landscapes and optimize their financial outcomes.
 

Vidhya, a Certified Public Accountant (CPA) with over 18 years of experience, oversees tax strategy and compliance, ensuring alignment with regulatory standards and the organization’s strategic goals. She has earned a reputation for meticulous attention to detail and an unwavering commitment to client success. She holds a Bachelor’s degree in Accounting and is a member of the Colorado CPA Society. Outside of her professional life, Vidhya enjoys walking, gardening, and camping, activities that provide a well-rounded balance to her career and help her stay grounded and energized.
 

Katie has over 20 years of public accounting experience, most of which she has spent at Carson Group Advanced Solutions: Tax & Accounting. As an Enrolled Agent, a credential authorized by the IRS, she is dedicated to mentoring clients to help them grow both personally and professionally. With her husband serving in the United States Air Force, Katie understands the complexities of military life and the tax implications it entails. She also assists numerous clients living and working overseas with filing U.S. tax returns and reporting worldwide income. In her free time, Katie enjoys reading and loves spending time outdoors boating, four-wheeling, and camping with her husband, their two young daughters, family, and friends.



Open to women owners of LLCs and small business corporations.

 

Thank You to Our Investor Sponsors

 


  

 

 

Location:
SCWCC Office at New Altitude Co-working Space
​6385 Corporate Dr., Suite 200, Office #8,
Colorado Springs, CO 80919
Fees/Admission:
Free for members
$20 for non-members
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