Community Foundation of Greater Rochester - Foundation Forums: Business Tax Strategies

If you’re a business owner looking for smart planning tips to help save money on taxes throughout the lifecycle of your business, this forum is for you.

This forum will focus on strategies to reduce your tax burden and improve after-tax outcomes at all stages of business ownership. Here are some things we’ll cover:

Offsetting capital gains
Direct indexing
Tax-loss harvesting
Charitable planning
Estate planning
Donor Advised Funds
Family trusts
Estate Taxes

Whether you’re actively growing your business, thinking about the future, or simply want to make smarter decisions today, this forum is designed for business owners at every stage.

Many of the most impactful tax planning strategies are best implemented early on in business ownership. Learn how you can improve long-term outcomes by making informed decisions early and often.

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Date and Time

Tuesday Jun 9, 2026
9:30 AM - 10:30 AM EDT

Tuesday, June 9th, 9:30 - 10:30 am

Location

Rochester Hills Public Library Multi-purpose Room

Fees/Admission

Free

Website

http://www.cfound.org/forums/

Contact Information

Melody Huisjen, VP of Programming
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