Fourth Friday Roundtable - Tax & Retirement

May’s Fourth Friday Roundtable is one you don’t miss. This month, we’re bringing practical, timely insights straight from the front lines of small business finance with Robert Downum of Liberty Tax Service to discuss 2026 Tax Considerations for Businesses and Individuals, and with Laura Steinbeck of Pacific Wealth Planning to discuss Choices for Business Retirement Plans.

Designed with entrepreneurs and business leaders in mind, this session will break down smart tax strategies, uncover often-overlooked incentives, and help you navigate opportunities that can directly impact your bottom line. Whether you’re looking to maximize deductions, better understand recent changes, or simply get ahead of next tax season, you’ll walk away with clear, actionable takeaways you can put to work immediately.