Is this the only event?

In the month of April we are are offering three convenient locations with this same session or join any of these sessions online from anywhere. See all events at: https://talleyfinancial.eventbrite.com

Friday, April 25

The Tax Game Plan Plan for Entrepreneurs SEMINAR - Kingsport, TN

Join us for a seminar in Kingsport, TN where we'll cover all you need to know about tax planning for entrepreneurs!

By David Talley, CFP®

Date and time

Friday, April 25 · 11:30am - 12:30pm EDT

Location

MeadowView Conference Resort & Convention Center

1901 Meadowview Parkway Kingsport, TN 37660

About this event

Event lasts 1 hour

Tax Planning for Entrepreneurs Seminar

APRIL 25 | 11:30 AM EST

Welcome to the Tax Game Plan for Entrepreneurs: Strategic Planning to Help Protect and Grow Your Business and Personal Wealth

As a small business owner, you make countless financial decisions—but are you optimizing your tax strategy?

Join David Talley, CFP®, EA for an exclusive for a community education event designed for entrepreneurs who want to reduce tax burdens, maximize deductions, and create long-term financial efficiency. This session goes beyond generic advice, offering high-impact strategies tailored to business owners who want to build wealth with intention —no sales pitch, just clarity and confidence. Learn practical strategies to reduce taxes, boost cash flow, and turn business success into personal wealth. Hosted at the Meadowview Convention Center, this will be an informative seminar session on tax planning tailored specifically for entrepreneurs. Whether you're just starting out or looking to optimize your tax strategy, this event is perfect for you!

What You'll Learn:
✔️ Turn Business Success into Personal Wealth: Align your business growth strategies with personal wealth-building goals through proactive tax planning.
✔️ Choosing the Right Entity for Tax Efficiency: Explore how the appropriate business structure and deductions can reduce taxes and increase cash flow.
✔️ Help Protect Your Profits During Business Growth: Discover practical tax strategies for every stage—from startup to scaling your business.
✔️ Planning Your Business Exit for Maximum Financial Benefit: Gain insights into tax strategies designed to enhance outcomes when selling or transitioning your business.

This is more than just tax planning—it’s about strategic financial clarity so you can retain more wealth, reinvest with confidence, and plan your financial future.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered. Investment Adviser. Cambridge and Talley Financial are not affiliated. Cambridge does not offer tax or legal advice.

Important disclosures can be found here: https://www.mytalleyfinancial.com/disclosurepage

Organized by

David Talley, CFP®

Talley Financial, located in Johnson City, TN, is a trusted financial services firm serving the Appalachian Highlands and the greater Tri-Cities region, including Bristol, Kingsport, and surrounding communities across Tennessee, Virginia, and North Carolina. Specializing in estate planning, tax-efficient wealth management, and retirement strategies, they provide tailored financial guidance for retirees, small business owners, and high-income earners. Led by David Talley, CFP®, ChFC, our firm is dedicated to ensuring clients experience clarity and confidence in their financial future. Visit mytalleyfinancial.com to learn more about our services and upcoming events.

This content is being provided for informational purposes only and should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions.  

Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered. Investment Adviser. Cambridge and Talley Financial are not affiliated.

Cambridge does not offer tax or legal advice.

Important Disclosures can be found here: https://www.mytalleyfinancial.com/disclosurepage