Financial Toolkit: Build a Financial House for You and Your Business

Description

Join us as we learn from New York Life and Allied CPA as they discuss how to Build a Financial House for You and Your Business. 

New York Life: Build a Financial House: 

Foundation: protect business assets, buy-sell agreements, key-person insurance, executive bonuses Accumulation: how to use cash reserves to grow the business and how to protect the business. Employee retirement programs, benefits and retention tools. 

Succession: create business continuity and succession plans, minimize taxes. 

Allied CPA: 

Why businesses need a good accounting system and how to do it. 

Payroll: employee vs. contractor and how/why/when to make the switch tax strategies and deductions

About our speakers:

August Ehlers, FSCP®, New York Life:

August Ehlers is a financial advisor and Financial Services Certified Professional® with New York Life and Eagle Strategies, LLC, and has a background in the insurance and financial industry since 2016. August’s passion for his work comes from wanting to help his clients protect who and what they love, grow their wealth, and leave a legacy. He offers a number of planning services, including:

• Investments and financial products, including fee based financial planning
• Individual life insurance – variations of term and permanent life
• Employer retirement plan rollovers and transfers
• Retirement Planning Solutions, Legacy planning, and Succession planning
• Business Solutions/Employee Benefits
• Education funding for children and grandchildren
• Long Term Care, Individual Disability, and Medicare Planning

August was born and raised in Omaha, Nebraska. He attended Creighton Prep High School, served in the Marine Corps from 2008-2011, and studied business and finance at the University of Nebraska at Omaha. August was married in 2020 to his wife Chelsea. They have a daughter named Sloane. During his time away from his work, August enjoys being with family and friends, spending time outdoors hunting and hiking, completing Do-It-Yourself projects around the house with Chelsea, and cheering on the Huskers.

Stephen A. Jensen, EA and Nicholas W. Miller, CPA, Allied Tax:

Stephen was born and raised in Broken Bow, Nebraska as the youngest of three boys. After high school he attended and graduated Magna Cum Laude from the University of Nebraska at Omaha with a B.S.B.A. degree specializing in Accounting, Finance, and Management.

Stephen is a federally licensed Enrolled Agent having over fifteen years’ experience with local Omaha CPA firms. He utilizes a proficiency in tax knowledge and research ability to create solutions tailored to the unique needs of individuals and small businesses.

When away from work Stephen loves spending family time with his wife Chrissy and two young boys. Together they prioritize enjoying the outdoors through camping, hiking, picnicking, and traveling to new parks across Nebraska and the United States.

Nick grew up in Ralston, NE and graduated from Ralston High School in 2008. He graduated from the University of Nebraska at Omaha in 2013 with a B.S.B.A. degree specializing in Accounting.

Nick is a licensed CPA in the state of Nebraska. He has over ten years of public accounting experience providing solutions to businesses with his knowledge of accounting systems.

After completing college, he decided to pursue a license in skydiving and has completed multiple solo jumps. Now his enjoyments are focused on being outdoors whenever possible with activities that include fishing, hiking, and volleyball.