Small Business

Lunch & Learn

Pay Less in Taxes: Smart Strategies for Small Business Owners

Most small business owners have a tax preparer. Far fewer actually have a proactive tax strategy. If you are spending all your energy working in your business rather than on it, you are likely leaving money on the table. 

Join us for a complimentary Lunch & Learn designed to bridge the gap between traditional filing and proactive tax planning. Learn how to optimize your business layout to keep more of what you earn for the 2026 tax year and beyond.

Why Attend?

There is a massive difference between looking backward at your expenses and planning forward for your growth. This session isn’t a sales pitch. Instead, it is an hour focused entirely on practical insights and hidden opportunities that many business owners simply don’t know exist.

What We Will Cover:

Presenter & Facilitator

Keith Leverentz

Keith is a husband, father of four, and the founder and CEO of The Life Group. He is deeply passionate about providing innovative and thorough financial planning, driven by the firm belief that all individuals, families, and businesses need quality financial advice regardless of their net worth or income. 

Through The Life Group Financial Services , Keith helps small business owners shift their focus from simply reporting the past to strategically planning for the future. At this upcoming session, he will bring that same proactive philosophy to help you optimize your business for the 2026 tax year and beyond.