Monday, January 16, 2017

WisOwners Lunch & Learn - Small Business Tax Forum

WisOwners Lunch & Learn – Small Business Tax Essentials and Business Tax Forum



PLEASE NOTE: WE’RE ENTERING THE OFFICE TOWER ON THE LEFT SIDE OF THE BUILDING. 

1025 South Moorland, 1st Floor (Enter, turn left, people to greet you!)


Small Business Tax Preparation Essentials

– Open Business Tax Forum

by
Alice Zaganczyk Peterson, CPA


-Are you preparing your business financials for your tax appointment?


-Do you wish you knew what was important for your record-keeping?


-Are you wishing you could ask questions before you see your Accountant?


Well this is your lucky day! Alice, a CPA, cares about Small Businesses performing well and is willing to inform us of critical points for our tax preparation.


During our Small Business Tax Overview, we will:


– Learn the importance of recordkeeping


– Discuss why being organized and timely with your small business records matters


– How easy it is to lose money if you are not keeping up with your bookkeeping on a timely basis


– Importance of understanding all the taxes you may have to pay: federal tax, state tax, employment tax


– If not addressed correctly, how taxes drain important times of business operation needs


BONUS:
Bring your tax questions to our Small Business Tax Forum


Tax season approaching  – There will be an Open Question Forum to receive basic answers to business tax questions.


As you’re preparing your tax information, start getting your questions list built to ask our Small Business Tax Expert!  


Meet our Expert:


Picture of Our Expert for the WisOwners Lunch & Learn - Business Tax Forum by Alice Zaganczyk Peterson, CPA

Our Expert for the WisOwners Lunch & Learn – Small Business Tax Forum by Alice Zaganczyk Peterson, CPA


Alice Zaganczyk Peterson, CPA

Business Tax Forum Expert


Alice Zaganczyk Peterson is a Certified Public Accountant with over 20 years of tax   preparation and working with small businesses. Her constant commitment to tax preparation runs deep – Alice holds a Masters Degree in Tax Administration.  Additionally, she has experience with audits – IRS, State of Wisconsin Income, Unemployment and Sales Tax.


Alice understands most business is conducted as Small Business in America. She wants to make sure Small Business Owners understand what is essential for their financial success.  Whether it’s learning how to set-up your books or complex issues and audits, Alice’s thorough and down to earth approach for your business’s   financials are assuring.


Contact Information:
Alice Zaganczyk Peterson, MS

Certified Public Accountant


AM Accounting & Tax Services, LLC

1123 N Water St Suite 305

Milwaukee, WI  53202


Phone:  414-231-9138

Website: http://www.amaccountingonline.com/


***Come Join Us!***


Click on the “I’m going box” to start your registration now. 

You will be able to reserve your seat to network with other authentic relationship builders. Bring plenty of business cards and brochures to share!


***ITINERARY Friday, January 27, 2017*** 


11:00 – MEET AND GREET 

OPEN NETWORKING FOR A FULL HOUR BEFORE LUNCH 


This is the start of the Lunch & Learn…  

early arrival allows more open-networking time.  

We encourage you to meet many during this time.  


12:00 (Noon) – All-You-Can-Eat Buffet & Salad Bar! 

Network with great Business Owners and build strong  

relationship at your table while Lunching.


12:30 to 12:37 Break for seconds, then settle in…


12:37 Keith’s Minute 

12:40 – Speaker Introduction by Ron Chandler
12:45 – Speaker Presentation: Alice Zaganczyk Peterson, CPA

1:30 – End… or stick around to build relationships! 


***SPEECHES MAY BE VIDEOTAPED or PHOTOGRAPHED*** 

Your attendance at Wisconsin Business Owners means you may be shown on tape…and you’re okay with that!  


Please contact Keith or Maggie with suggestions or questions.  

Join us – RSVP for this Lunch & Learn now!  


MEET OUR SPONSORS & ORGANIZERS: 


Earl Smith, Consultant / Legal Shield 


Stacy Kaat of Stacy Kaat Photography

She makes YOU look like a million!


Mark Mullarky of Mullarky Business Systems! From 1-50 PCs,  Mark is your man for Computers and Computer Networks.  Learn more at http://www.MBSWI.com 


Maggie Mongan of Brilliant Breakthroughs, Inc. Rocks!

Check out over 800 blog posts to simplify your business’s

profitability at http://www.BrilliantBreakthroughs.com 


Ron Chandler of Summit Investment Management, Ltd.
http://www.suminvest.com 


Lucas J. Robak of Skillset Life Coaching, LLC
http://www.LucasRobak.com


Jennifer at http://www.MainStreetFraming.com in Lannon – Frame Your Awesomeness!


—-Thank you to our sponsors!—-


You can always get in touch with Maggie & me through the 

“Contact Organizer” link on Meetup: 
http://www.meetup.com/wisconsin-business-owners/suggestion/


OUR MAIN SITE, BESIDES MEETUP, IS AT WisOwners.com !


Regards,
Keith Klein

Organizer, Wisconsin Business Owners

Owner, OnYourMark, LLC
http://www.OnYourMark.com

Google Phone: 262-820-8201


Author of WebForging, A Practical Guide to the Art of Forging Your Web Presence
http://WebForging.com  This 242 page guide is written in non-geek speak especially for small business owners. Copies are available for $20 if Keith signs yours at the event! 


p.s.: Link up with us on LinkedIn ~
https://www.linkedin.com/groups?home=&gid=1795298

Our focus moving forward is to extend the value of the enhanced relationships engendered in our Wisconsin Business Owners Group, in person and online. Extend the value of your deepening relationships at our LinkedIn Wisconsin Business Owners Group. 


Find and follow (and re-tweet) us @WisOwners at Twitter!


Like us on Facebook at
https://www.facebook.com/Wisconsin-Business-Owners-170246793991/


Add us to your Circles at Google Plus:
https://plus.google.com/+Wisowners-meetup/


Please Follow and Like Us

WisOwners Lunch & Learn - Small Business Tax Forum

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Friday, January 6, 2017

Evernote Organizing - Special Morning Workshop Jan 27

Evernote Organizing – Wisconsin Business Owners Special Morning Workshop –  Organizing Your Way to Successful 2017 with Evernote – Please RSVP at  https://www.meetup.com/wisconsin-business-owners/events/235961506/


Whether you actually ever use Evernote or not, You’ll get a ton of organizing insights!



PLEASE NOTE: WE’RE ENTERING THE OFFICE TOWER DOORS ON THE LEFT

1025 South Moorland, 1st Floor (Left Building)


 Organizing Your Way to Successful 2017 with Evernote with Dave Rebro


Join us to kick-off 2017 with a practical and tactical way for Business Owners to manage their mind and business documents effectively and efficiently!


– Would you love to be organized and stay on task by gathering and consolidating all the business content you need into one place?


– Are you maximizing your productivity and working efficiently?


– Do you desire more growth in your business, but feel overwhelmed and unorganized in your daily, weekly, monthly, and yearly routines and practices?


– Have you resolved to de-clutter your office and brain in 2017?


Organization is a key pillar to inspiring creativity, maintaining clarity, and maximizing productivity for growth in your business. This interactive presentation will combine organizational strategies with the powerful productivity tool ‘Evernote’. This combination will help you get both your business and personal life organized for an even more successful 2017.


In this presentation, Dave will introduce you to the tool he uses to organize and manage his business — Evernote. Learn organizational strategies that will help you go from productivity frustration and information overwhelm to a streamlined and efficient operation of your business.


Dave will also share some of the struggles he faced in his business that forced him to make a big shift in how he stays focused, organizes information, manages client projects and workflows, streamlines critical tasks, and remembers everything with his now ‘digital brain’.


– Do you dread looking at the clutter you have on your office desk and computer?


– Are you looking to reorganize the way you work in the New Year?


If you are interested in reorganizing daily work habits, routines, and processes in 2017, then join us and learn how Evernote can consolidate your work into one centralized modern workspace.


Meet our Evernote Organizing Expert: Dave Rebro


Picture of Evernote Organizing Expert Dave Rebro

Evernote Organizing Expert Dave Rebro


Dave Rebo works with Solopreneurs, Small Business Owners, Groups and Associations who are looking to go from technology frustration, confusion, and overwhelm to technology knowledge, comfort, organization, and efficient workflow management. Bottom line — achieving desired results.


Dave has been dubbed a Technology Therapist.  His passion is to take a holistic approach to his client’s technology anxieties, frustrations, and overwhelmedness, and find solutions that best fit the way they think, learn, and work to help them reach their business and life goals.


25 plus years of technology knowledge and business workflow experience has contributed to Dave’s expertise is simplifying technology and making it easy for people to understand and use. In that spirit, Dave is a teacher at heart with a positive outlook at business, success, and life.


Dave experiences the most joy when helping others solve a problem and obtain success while gaining clarity and confidence. He loves helping people grow and achieve more in both business and life.


Although experienced in many technologies, Dave Rebro is an Apple Certified Support Professional/Integrator and Certified Evernote Consultant.


Dave is active online with his Bi-Weekly ‘iPad Tips, Tricks and News’ newsletter, Apple iOS Learning Club, YouTube Video Channel, blog article writing, online informational products, and he maintains a social presence on Facebook, Linkedin, and Twitter.


Offline, Dave has been the featured speaker at various business and associations meetings and events.  He also co-leads a monthly open and interactive discussion group for growth minded business owners at the Hudson Business Lounge in Milwaukee’s Third Ward.  He is also planning on organizing the area’s first Evernote Productivity Meetup Group.


Contact Dave Directly:


Direct Dial – (262) 513-2833

Email – Dave@DRCS-Solutions.com

Website – drcs-solutions.com/

Linkedin – https://www.linkedin.com/in/rebrod

Twitter – @ipadexpertdave

Facebook – https://www.facebook.com/DRCSSolutions

YouTube – https://www.youtube.com/c/iPadExpertDave

Free Newsletter – Apple iOS Tips & Tricks


***Come Join Us!***


Please RSVP at  https://www.meetup.com/wisconsin-business-owners/events/235961506/


Click on the “I’m going box” to start your registration now. 

You will be able to reserve your seat to network with other authentic relationship builders. Bring plenty of business cards and brochures to share!


***ITINERARY Friday, January 27, 2017*** 


9:30 -11:00 Special Morning Workshop:


Organizing Your Way to A Successful 2017 with Evernote

by Dave Rebro


If you’d like to join us for the Lunch & Learn immediately following this workshop, it requires a separate registration process. Click on calendar date Jan 27, 2017 to begin that process. We look forward to lunching with you too!


***SPEECHES MAY BE VIDEOTAPED or PHOTOGRAPHED*** 

Your attendance at Wisconsin Business Owners means you may be shown on tape…and you’re okay with that!  


Please contact Keith with suggestions or questions.  

Join us – RSVP for this Special Morning Workshop now!  


MEET OUR SPONSORS & ORGANIZERS: 


Earl Smith, Consultant / Legal Shield 


Stacy Kaat of Stacy Kaat Photography

She makes YOU look like a million!


Mark Mullarky of Mullarky Business Systems! From 1-50 PCs,  Mark is your man for Computers and Computer Networks.  Learn more at http://www.MBSWI.com 


Maggie Mongan of Brilliant Breakthroughs, Inc. Rocks!

Check out over 700 blog posts to simplify your business’s

profitability at http://www.BrilliantBreakthroughs.com 


Ron Chandler of Summit Investment Management, Ltd.
http://www.suminvest.com 


Lucas J. Robak of Skillset Life Coaching, LLC
http://www.LucasRobak.com


Jennifer at http://www.MainStreetFraming.com in Lannon – Frame Your Awesomeness!


—-Thank you to our sponsors!—-


You can always get in touch with Maggie & me through the 

“Contact Organizer” link on Meetup: 
http://www.meetup.com/wisconsin-business-owners/suggestion/


OUR MAIN SITE, BESIDES MEETUP, IS AT WisOwners.com !


Regards,
Keith Klein

Organizer, Wisconsin Business Owners

Owner, OnYourMark, LLC
http://www.OnYourMark.com

Google Phone: 262-820-8201


Author of WebForging, A Practical Guide to the Art of Forging Your Web Presence
http://WebForging.com  This 242 page guide is written in non-geek speak especially for small business owners. Copies are available for $20 if Keith signs yours at the event! 


p.s.: Link up with us on LinkedIn ~
https://www.linkedin.com/groups?home=&gid=1795298

Extend the value of your deepening relationships at our LinkedIn Wisconsin Business Owners Group. 


Find and follow (and re-tweet) us @WisOwners at Twitter!


Like us on Facebook at
https://www.facebook.com/Wisconsin-Business-Owners-170246793991/


Add us to your Circles at Google Plus:
https://plus.google.com/+Wisowners-meetup/


Please RSVP for Evernote Organizing Expert Dave Rebro NOW at  https://www.meetup.com/wisconsin-business-owners/events/235961506/
 You’ll love Dave Rebro’s  Evernote Organizing even if you never touch Evernote…and even more if you do!  


 


Please Follow and Like Us

Evernote Organizing - Special Morning Workshop Jan 27

Labels: , ,

Evernote Organizing - Special Morning Workshop Jan 27

Evernote Organizing – Wisconsin Business Owners Special Morning Workshop –  Organizing Your Way to Successful 2017 with Evernote – Please RSVP at  https://www.meetup.com/wisconsin-business-owners/events/235961506/


Whether you actually ever use Evernote or not, You’ll get a ton of organizing insights!



PLEASE NOTE: WE’RE ENTERING THE OFFICE TOWER DOORS ON THE LEFT

1025 South Moorland, 1st Floor (Left Building)


 Organizing Your Way to Successful 2017 with Evernote with Dave Rebro


Join us to kick-off 2017 with a practical and tactical way for Business Owners to manage their mind and business documents effectively and efficiently!


– Would you love to be organized and stay on task by gathering and consolidating all the business content you need into one place?


– Are you maximizing your productivity and working efficiently?


– Do you desire more growth in your business, but feel overwhelmed and unorganized in your daily, weekly, monthly, and yearly routines and practices?


– Have you resolved to de-clutter your office and brain in 2017?


Organization is a key pillar to inspiring creativity, maintaining clarity, and maximizing productivity for growth in your business. This interactive presentation will combine organizational strategies with the powerful productivity tool ‘Evernote’. This combination will help you get both your business and personal life organized for an even more successful 2017.


In this presentation, Dave will introduce you to the tool he uses to organize and manage his business — Evernote. Learn organizational strategies that will help you go from productivity frustration and information overwhelm to a streamlined and efficient operation of your business.


Dave will also share some of the struggles he faced in his business that forced him to make a big shift in how he stays focused, organizes information, manages client projects and workflows, streamlines critical tasks, and remembers everything with his now ‘digital brain’.


– Do you dread looking at the clutter you have on your office desk and computer?


– Are you looking to reorganize the way you work in the New Year?


If you are interested in reorganizing daily work habits, routines, and processes in 2017, then join us and learn how Evernote can consolidate your work into one centralized modern workspace.


Meet our Evernote Organizing Expert: Dave Rebro


Picture of Evernote Organizing Expert Dave Rebro

Evernote Organizing Expert Dave Rebro


Dave Rebo works with Solopreneurs, Small Business Owners, Groups and Associations who are looking to go from technology frustration, confusion, and overwhelm to technology knowledge, comfort, organization, and efficient workflow management. Bottom line — achieving desired results.


Dave has been dubbed a Technology Therapist.  His passion is to take a holistic approach to his client’s technology anxieties, frustrations, and overwhelmedness, and find solutions that best fit the way they think, learn, and work to help them reach their business and life goals.


25 plus years of technology knowledge and business workflow experience has contributed to Dave’s expertise is simplifying technology and making it easy for people to understand and use. In that spirit, Dave is a teacher at heart with a positive outlook at business, success, and life.


Dave experiences the most joy when helping others solve a problem and obtain success while gaining clarity and confidence. He loves helping people grow and achieve more in both business and life.


Although experienced in many technologies, Dave Rebro is an Apple Certified Support Professional/Integrator and Certified Evernote Consultant.


Dave is active online with his Bi-Weekly ‘iPad Tips, Tricks and News’ newsletter, Apple iOS Learning Club, YouTube Video Channel, blog article writing, online informational products, and he maintains a social presence on Facebook, Linkedin, and Twitter.


Offline, Dave has been the featured speaker at various business and associations meetings and events.  He also co-leads a monthly open and interactive discussion group for growth minded business owners at the Hudson Business Lounge in Milwaukee’s Third Ward.  He is also planning on organizing the area’s first Evernote Productivity Meetup Group.


Contact Dave Directly:


Direct Dial – (262) 513-2833

Email – Dave@DRCS-Solutions.com

Website – drcs-solutions.com/

Linkedin – https://www.linkedin.com/in/rebrod

Twitter – @ipadexpertdave

Facebook – https://www.facebook.com/DRCSSolutions

YouTube – https://www.youtube.com/c/iPadExpertDave

Free Newsletter – Apple iOS Tips & Tricks


***Come Join Us!***


Please RSVP at  https://www.meetup.com/wisconsin-business-owners/events/235961506/


Click on the “I’m going box” to start your registration now. 

You will be able to reserve your seat to network with other authentic relationship builders. Bring plenty of business cards and brochures to share!


***ITINERARY Friday, January 27, 2017*** 


9:30 -11:00 Special Morning Workshop:


Organizing Your Way to A Successful 2017 with Evernote

by Dave Rebro


If you’d like to join us for the Lunch & Learn immediately following this workshop, it requires a separate registration process. Click on calendar date Jan 27, 2017 to begin that process. We look forward to lunching with you too!


***SPEECHES MAY BE VIDEOTAPED or PHOTOGRAPHED*** 

Your attendance at Wisconsin Business Owners means you may be shown on tape…and you’re okay with that!  


Please contact Keith with suggestions or questions.  

Join us – RSVP for this Special Morning Workshop now!  


MEET OUR SPONSORS & ORGANIZERS: 


Earl Smith, Consultant / Legal Shield 


Stacy Kaat of Stacy Kaat Photography

She makes YOU look like a million!


Mark Mullarky of Mullarky Business Systems! From 1-50 PCs,  Mark is your man for Computers and Computer Networks.  Learn more at http://www.MBSWI.com 


Maggie Mongan of Brilliant Breakthroughs, Inc. Rocks!

Check out over 700 blog posts to simplify your business’s

profitability at http://www.BrilliantBreakthroughs.com 


Ron Chandler of Summit Investment Management, Ltd.
http://www.suminvest.com 


Lucas J. Robak of Skillset Life Coaching, LLC
http://www.LucasRobak.com


Jennifer at http://www.MainStreetFraming.com in Lannon – Frame Your Awesomeness!


—-Thank you to our sponsors!—-


You can always get in touch with Maggie & me through the 

“Contact Organizer” link on Meetup: 
http://www.meetup.com/wisconsin-business-owners/suggestion/


OUR MAIN SITE, BESIDES MEETUP, IS AT WisOwners.com !


Regards,
Keith Klein

Organizer, Wisconsin Business Owners

Owner, OnYourMark, LLC
http://www.OnYourMark.com

Google Phone: 262-820-8201


Author of WebForging, A Practical Guide to the Art of Forging Your Web Presence
http://WebForging.com  This 242 page guide is written in non-geek speak especially for small business owners. Copies are available for $20 if Keith signs yours at the event! 


p.s.: Link up with us on LinkedIn ~
https://www.linkedin.com/groups?home=&gid=1795298

Extend the value of your deepening relationships at our LinkedIn Wisconsin Business Owners Group. 


Find and follow (and re-tweet) us @WisOwners at Twitter!


Like us on Facebook at
https://www.facebook.com/Wisconsin-Business-Owners-170246793991/


Add us to your Circles at Google Plus:
https://plus.google.com/+Wisowners-meetup/


Please RSVP for Evernote Organizing Expert Dave Rebro NOW at  https://www.meetup.com/wisconsin-business-owners/events/235961506/
 You’ll love Dave Rebro’s  Evernote Organizing even if you never touch Evernote…and even more if you do!  


 


Please Follow and Like Us

Evernote Organizing - Special Morning Workshop Jan 27

Labels: , ,