Ten Retirement Tax Tips from Buffett’s 2024 Annual report

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 This seminar will uncover key retirement tax strategies inspired by Warren Buffett’s latest annual report, helping you optimize your financial future. 

 Mike will share expert insights on how Buffett’s financial strategies can be applied to tax-efficient retirement planning. Whether you are planning for retirement or already retired, this session will provide actionable tax-saving tips you can use. 

 📅 Date: Tuesday, March 18, 2025
⏰ Time: 9:00 – 10:00 PM ET
📍 Location: Online via Zoom
🔗 Zoom ID: 878 271 2588
🔒 Password: 219219 

 · Ten Tax Strategies for Small Business Families (LLC filing Schedule C)

· Small business tax planning under Trump 2.0

· LLC business plan, and record keeping template 

· Auto expense deduction strategies

· Hire my child by my LLC

· LLC retirement plan (solo 401(K) and matching)

· Home office strategies and Augusta rule

Travel on business with family board of advisors 

Every Thursday from 1/30/2025 9 PM Eastern

Recordings, materials and PPTs

1.  " I’d like to talk to you privately  when you have time. You stand out with high level of intelligence, from many aspects (family, career, personal drive). You build, maintain, thrive and ascent. A lot of people want to help, frankly what I really need is knowledge to lay out a long range plan. I need a good teacher to help me pivot from the traditional W2 life.”  

2.  " 该讲座提出的想法和操作令我感到耳目一新，具有很强的启发性。我尤其喜欢案例教学法，而且注明税法出处的做法很对我的胃口，授人以渔嘛。由于小孩已是高中最后一年，我希望如果能早几年学到就好了"

3. " 我觉得你的讲座很直接，说真话，给出解决的办法，听得很明白，信息量很大。回家自己做功课。你给了大的方向和思路[ThumbsUp][ThumbsUp][ThumbsUp]。很多人拉我买保险，藏钱啦。。没说到点子上，坑太多了 "

4. " I am happy to have Mike Nie as my tax advisor. As a doctor trying to start a home-based business Mike has been nothing but an asset to me in so many ways.  Mike is already growing his successful home-based business, Smart 1040. Therefore, you and I have a big brother willing to help us as we start our own small businesses. He is always available via texts, emails, and phone. He responds promptly so you know you are not alone."

 MCMTA - Montgomery County Music Teachers Association 

 The Montgomery County Music Teachers Association (MCMTA) mission is to provide the highest quality of private musical instruction for students and enrichment for teachers. Our teachers are trained musicians who love communicating their art and expertise to others.
MCMTA is a non-profit organization of independent music teachers representing private music teachers of all instruments. We are affiliated with the Maryland State Music Teachers Association (MSMTA) and the Music Teacher National Association (MTNA).
MCMTA was founded in 1965 and has since grown to be the largest chapter of the MTNA in Maryland. 

• Business receipt toolkit and record keeping template
• Holiday gift deductions
• Holiday party deductions
• Solo 401k contributions
• Back door Roth IRA contributions
• Pay child reasonable compensation
• Board of advisors annual meeting
• 2025 Business plan and vision board
• Possible tax law changes after the election and effects on my music business

 Mike Nie, CPA, CFA, CFP, IRS Enrolled Agent
Smart 1040 LLC / Smart1040.us 

 If you would like to receive the link to this Zoom presentation, please respond by sending me your email through this form. 

https://docs.google.com/forms/d/e/1FAIpQLSdekzTuotIL6w0TwYlnPSRgc824hL0aE455bW2ZhR8mizXatg/viewform?usp=sharing

Hope you can join us on Zoom. 

Happy Thanksgiving!

Sincerely, 
-Debra Merritt