Crossing your T's: The truth about taxes and trusts in business planning
Date and Time
Friday Nov 14, 2025
12:00 PM - 1:00 PM EST
Friday, November 14th Noon-1pm
Location
Grimaldi's Pizzeria
1244 Belk Dr
Mount Pleasant, SC 29466
Fees/Admission
Free
Contact Information
Beth Bohara
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Description
Your business deserves intentional planning. Join us as we break down key tax strategies, entity structures, and succession and trust considerations designed to protect your business value, reduce tax exposure, and support long-term growth. Learn how successful entrepreneurs build resilient enterprises and why proactive planning can be the difference between simply running a business and building a transferable, lasting asset.
Please RSVP Here
Hosted by: Thrive Financial Partners, Apple & Odom Certified Public Accountants, & Schwartz Legacy Planning LLC
Printed courtesy of www.mountpleasantchamber.org/ – Contact the Mount Pleasant Chamber of Commerce for more information.
534 Johnnie Dodds Blvd, Mount Pleasant, SC 29464 – 843-800-2258 – info@mountpleasantchamber.org