Episode 7 – Kick-Start Your Year-End Business Planning



Between taxes, insurance, and retirement plans, there are many financial components to balance when you’re a business owner.

One way you can ensure you’re staying on top of your business’ finances is by performing a year-end financial review. 

In this episode, Eric Tashlein reminds you not only of the importance of conducting a year-end analysis, but also reveals how a trusted financial professional can help ease, and even improve, the process and your business.

In this episode, you will learn:

  • Why it’s important to meet with your financial team to discuss your year-end taxes 
  • How PPP loans can help business owners  
  • Why you should be reviewing your insurance benefits and payments 
  • What to look at during your year-end analysis 
  • And more!

Are you ready to kick-start your year-end business planning? Listen now to get started!

Resources:  Eric Tashlein | Connecticut Capital Management Group: (203) 877-1520 | podcast@connecticutcapital.com