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.
Here’s a glimpse of what you’ll learn:
- Tax efficiency strategies for small businesses
- Ken Fahmy shares investment plans for tax deductions
- Managing finances to prepare for a transaction
- How to create business beneficiary plans
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.
Resources Mentioned in this episode
Sponsor for this episode…
This episode is brought to you by Teamshares, a FinTech firm that helps employees in small businesses earn equity.
Through education, good governance, and digital products, their mission is to help small businesses become employee-owned and generate wealth for every hard working American.
Teamshares has an expert team with decades of experience in accounting, company acquisitions, education, employee ownership, operations, software, and service design.
To learn more, visit www.teamshares.com or email them at hello@teamshares.com.
