Don’t get caught by surprise when it comes to figuring out what sort of entity to form; filing the right tax forms; producing 1099s or W-2s for people you hire; paying estimated taxes on time; taking all the right deductions (and none of the wrong ones!); and maximizing retirement savings for yourself, your family and your employees.

Presented by Heather C. Liston, CFP®, EA, the Principal at Clarity Financial, a woman-owned, fee-only financial planning firm based in San Francisco. She works with individuals and couples on retirement planning; equity compensation; tax planning; risk management; investments; budgeting, saving, and debt management; and more. She also prepares tax returns and teaches courses, including Income Tax, at UC Berkeley Extension and Golden Gate University.