SlideShare a Scribd company logo
1 of 8
Wealth Preservation/Creation
The Wenner Group Helps Business Owners:
• Identify and manage their liability risks
• Manage their resources (including time)
• Identify solutions to minimize expenses
• Identify opportunities to minimize taxes now
and into the future
Assaults on Wealth
3 Main Assaults:
• Taxes (federal, state & local levels)
• Liability risks (Lawsuits)
• Missed opportunities
Other Services
Services other than Tax Preparation:
• Tax Planning
• Bookkeeping/Training
• Cash flow and business management
• Financial Statements
• Other consulting services

More Related Content

Recently uploaded

Crime Detection/Prevention and Narco-Analysis Test
Crime Detection/Prevention and Narco-Analysis TestCrime Detection/Prevention and Narco-Analysis Test
Crime Detection/Prevention and Narco-Analysis Test
AJAYPRATAPSINGHTOMAR2
 

Recently uploaded (20)

Essential Components of an Effective HIPAA Safeguard Program
Essential Components of an Effective HIPAA Safeguard ProgramEssential Components of an Effective HIPAA Safeguard Program
Essential Components of an Effective HIPAA Safeguard Program
 
Crime Detection/Prevention and Narco-Analysis Test
Crime Detection/Prevention and Narco-Analysis TestCrime Detection/Prevention and Narco-Analysis Test
Crime Detection/Prevention and Narco-Analysis Test
 
Skill Development in Law, Para Legal & other Fields and Export of Trained Man...
Skill Development in Law, Para Legal & other Fields and Export of Trained Man...Skill Development in Law, Para Legal & other Fields and Export of Trained Man...
Skill Development in Law, Para Legal & other Fields and Export of Trained Man...
 
Does Apple Neurotechnology Patents Go To Far?
Does Apple  Neurotechnology Patents Go To Far?Does Apple  Neurotechnology Patents Go To Far?
Does Apple Neurotechnology Patents Go To Far?
 
Dandan Liu is the worst real estate agent on earth..pdf
Dandan Liu is the worst real estate agent on earth..pdfDandan Liu is the worst real estate agent on earth..pdf
Dandan Liu is the worst real estate agent on earth..pdf
 
Supreme Court Regulation No. 3 of 2023 on Procedure for Appointment of Arbitr...
Supreme Court Regulation No. 3 of 2023 on Procedure for Appointment of Arbitr...Supreme Court Regulation No. 3 of 2023 on Procedure for Appointment of Arbitr...
Supreme Court Regulation No. 3 of 2023 on Procedure for Appointment of Arbitr...
 
HOW LAW FIRMS CAN SUPPORT MILITARY DIVORCE CASES
HOW LAW FIRMS CAN SUPPORT MILITARY DIVORCE CASESHOW LAW FIRMS CAN SUPPORT MILITARY DIVORCE CASES
HOW LAW FIRMS CAN SUPPORT MILITARY DIVORCE CASES
 
Embed-4-2.pdf vk[di-[sd[0edKP[p-[kedkpodekp
Embed-4-2.pdf vk[di-[sd[0edKP[p-[kedkpodekpEmbed-4-2.pdf vk[di-[sd[0edKP[p-[kedkpodekp
Embed-4-2.pdf vk[di-[sd[0edKP[p-[kedkpodekp
 
Comprehensive Guide on Drafting Directors' Report and its ROC Compliances und...
Comprehensive Guide on Drafting Directors' Report and its ROC Compliances und...Comprehensive Guide on Drafting Directors' Report and its ROC Compliances und...
Comprehensive Guide on Drafting Directors' Report and its ROC Compliances und...
 
TTD - PPT on social stock exchange.pptx Presentation
TTD - PPT on social stock exchange.pptx PresentationTTD - PPT on social stock exchange.pptx Presentation
TTD - PPT on social stock exchange.pptx Presentation
 
FAMILY LAW - Legacy Semester II .pptx
FAMILY    LAW - Legacy Semester II .pptxFAMILY    LAW - Legacy Semester II .pptx
FAMILY LAW - Legacy Semester II .pptx
 
Starbucks Corp. v. Sardarbuksh Coffee Co.
Starbucks Corp. v. Sardarbuksh Coffee Co.Starbucks Corp. v. Sardarbuksh Coffee Co.
Starbucks Corp. v. Sardarbuksh Coffee Co.
 
Asif_Sultan_Syeda_vs_UT_of_J_K.pdf op[ke[k
Asif_Sultan_Syeda_vs_UT_of_J_K.pdf op[ke[kAsif_Sultan_Syeda_vs_UT_of_J_K.pdf op[ke[k
Asif_Sultan_Syeda_vs_UT_of_J_K.pdf op[ke[k
 
How Can an Attorney Help With My Car Accident Claim?
How Can an Attorney Help With My Car Accident Claim?How Can an Attorney Help With My Car Accident Claim?
How Can an Attorney Help With My Car Accident Claim?
 
From Scratch to Strong: Introduction to Drafting of Criminal Cases and Applic...
From Scratch to Strong: Introduction to Drafting of Criminal Cases and Applic...From Scratch to Strong: Introduction to Drafting of Criminal Cases and Applic...
From Scratch to Strong: Introduction to Drafting of Criminal Cases and Applic...
 
Bad Spaniel's Consumer Survey on the Use of Disclaimers
Bad Spaniel's Consumer Survey on the Use of DisclaimersBad Spaniel's Consumer Survey on the Use of Disclaimers
Bad Spaniel's Consumer Survey on the Use of Disclaimers
 
Sedition Offences against Property 20-5-2024.pptx
Sedition  Offences against Property 20-5-2024.pptxSedition  Offences against Property 20-5-2024.pptx
Sedition Offences against Property 20-5-2024.pptx
 
ORane M Cornish affidavit statement for New Britain court proving Wentworth'...
ORane M Cornish affidavit statement  for New Britain court proving Wentworth'...ORane M Cornish affidavit statement  for New Britain court proving Wentworth'...
ORane M Cornish affidavit statement for New Britain court proving Wentworth'...
 
Dabholkar-matter-Judgement-1.pdfrefp;sdPp;
Dabholkar-matter-Judgement-1.pdfrefp;sdPp;Dabholkar-matter-Judgement-1.pdfrefp;sdPp;
Dabholkar-matter-Judgement-1.pdfrefp;sdPp;
 
Rights of Consumers under Consumer Protection Act, 1986.
Rights of Consumers under Consumer Protection Act, 1986.Rights of Consumers under Consumer Protection Act, 1986.
Rights of Consumers under Consumer Protection Act, 1986.
 

Featured

Social Media Marketing Trends 2024 // The Global Indie Insights
Social Media Marketing Trends 2024 // The Global Indie InsightsSocial Media Marketing Trends 2024 // The Global Indie Insights
Social Media Marketing Trends 2024 // The Global Indie Insights
Kurio // The Social Media Age(ncy)
 

Featured (20)

AI Trends in Creative Operations 2024 by Artwork Flow.pdf
AI Trends in Creative Operations 2024 by Artwork Flow.pdfAI Trends in Creative Operations 2024 by Artwork Flow.pdf
AI Trends in Creative Operations 2024 by Artwork Flow.pdf
 
Skeleton Culture Code
Skeleton Culture CodeSkeleton Culture Code
Skeleton Culture Code
 
PEPSICO Presentation to CAGNY Conference Feb 2024
PEPSICO Presentation to CAGNY Conference Feb 2024PEPSICO Presentation to CAGNY Conference Feb 2024
PEPSICO Presentation to CAGNY Conference Feb 2024
 
Content Methodology: A Best Practices Report (Webinar)
Content Methodology: A Best Practices Report (Webinar)Content Methodology: A Best Practices Report (Webinar)
Content Methodology: A Best Practices Report (Webinar)
 
How to Prepare For a Successful Job Search for 2024
How to Prepare For a Successful Job Search for 2024How to Prepare For a Successful Job Search for 2024
How to Prepare For a Successful Job Search for 2024
 
Social Media Marketing Trends 2024 // The Global Indie Insights
Social Media Marketing Trends 2024 // The Global Indie InsightsSocial Media Marketing Trends 2024 // The Global Indie Insights
Social Media Marketing Trends 2024 // The Global Indie Insights
 
Trends In Paid Search: Navigating The Digital Landscape In 2024
Trends In Paid Search: Navigating The Digital Landscape In 2024Trends In Paid Search: Navigating The Digital Landscape In 2024
Trends In Paid Search: Navigating The Digital Landscape In 2024
 
5 Public speaking tips from TED - Visualized summary
5 Public speaking tips from TED - Visualized summary5 Public speaking tips from TED - Visualized summary
5 Public speaking tips from TED - Visualized summary
 
ChatGPT and the Future of Work - Clark Boyd
ChatGPT and the Future of Work - Clark Boyd ChatGPT and the Future of Work - Clark Boyd
ChatGPT and the Future of Work - Clark Boyd
 
Getting into the tech field. what next
Getting into the tech field. what next Getting into the tech field. what next
Getting into the tech field. what next
 
Google's Just Not That Into You: Understanding Core Updates & Search Intent
Google's Just Not That Into You: Understanding Core Updates & Search IntentGoogle's Just Not That Into You: Understanding Core Updates & Search Intent
Google's Just Not That Into You: Understanding Core Updates & Search Intent
 
How to have difficult conversations
How to have difficult conversations How to have difficult conversations
How to have difficult conversations
 
Introduction to Data Science
Introduction to Data ScienceIntroduction to Data Science
Introduction to Data Science
 
Time Management & Productivity - Best Practices
Time Management & Productivity -  Best PracticesTime Management & Productivity -  Best Practices
Time Management & Productivity - Best Practices
 
The six step guide to practical project management
The six step guide to practical project managementThe six step guide to practical project management
The six step guide to practical project management
 
Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...
Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...
Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...
 
Unlocking the Power of ChatGPT and AI in Testing - A Real-World Look, present...
Unlocking the Power of ChatGPT and AI in Testing - A Real-World Look, present...Unlocking the Power of ChatGPT and AI in Testing - A Real-World Look, present...
Unlocking the Power of ChatGPT and AI in Testing - A Real-World Look, present...
 
12 Ways to Increase Your Influence at Work
12 Ways to Increase Your Influence at Work12 Ways to Increase Your Influence at Work
12 Ways to Increase Your Influence at Work
 
ChatGPT webinar slides
ChatGPT webinar slidesChatGPT webinar slides
ChatGPT webinar slides
 
More than Just Lines on a Map: Best Practices for U.S Bike Routes
More than Just Lines on a Map: Best Practices for U.S Bike RoutesMore than Just Lines on a Map: Best Practices for U.S Bike Routes
More than Just Lines on a Map: Best Practices for U.S Bike Routes
 

Using QuickBooks 2013 For Increased Profit - Chris A. Johnson, CPA, PFS, Werner Group

  • 1.
  • 2.
  • 3.
  • 4. Wealth Preservation/Creation The Wenner Group Helps Business Owners: • Identify and manage their liability risks • Manage their resources (including time) • Identify solutions to minimize expenses • Identify opportunities to minimize taxes now and into the future
  • 5. Assaults on Wealth 3 Main Assaults: • Taxes (federal, state & local levels) • Liability risks (Lawsuits) • Missed opportunities
  • 6.
  • 7.
  • 8. Other Services Services other than Tax Preparation: • Tax Planning • Bookkeeping/Training • Cash flow and business management • Financial Statements • Other consulting services