Hidden Tax and Benefit Opportunities Founders Always Overlook

Second Bite Podcast

English - November 30, 2023 08:00 - 20 minutes - 19.3 MB - ★★★★★ - 2 ratings
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Ken Fahmy is the Founder and President of Fahmy & Associates, where he has helped families, individuals, and small businesses achieve financial security since 1985. As a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC), he has experience in a host of insurance and finance sectors. Ken has been recognized as a top financial and insurance advisor by Washingtonian magazine, Northern Virginia Magazine, and many more.

In this episode…

Many entrepreneurs build companies to leave a monetary legacy for themselves and their loved ones. Yet when the time comes to exit, business owners aren’t always adequately prepared. What tax efficiency strategies can you leverage to maximize your company’s value?

Founder and President of Fahmy & Associates, Ken Fahmy, shares tax benefit opportunities for small business owners. With host Todd Taskey, Ken discusses investment plans for tax deductions, how to manage your finances to prepare for an exit, and the value of business beneficiary plans.