Avoiding Last Year's Tax Mistakes



Did you realize you forgot to claim an allowed deduction after filing your return? Were you shocked when you opened your mail and found a notice from the IRS stating you still owed taxes? Now is the perfect time to plan ahead in order to avoid last year’s tax mistakes.I’d like to invite you to my first breakfast event of the fall business series where I will share tips and best practices to prevent overspending in taxes. I will also tell you about
the tax credits and tax saving opportunities available for small businesses.

You will leave this event with tips and information that will help you:

  • Stop fighting and start embracing your tax filing obligations
  • Review your business financial statements to estimate the tax liability
  • Identify missing deductions or information in your financial data
  • Prepare source data for 1099 fillings
  • Learn options available to set up and benefit from small business retirement plans
  • Identify the differences between taxable and no taxable distribution for your S Corp Come ready to take notes and ask all your questions!

About Ramona Cedeno:

Ramona Cedeno is Founder and CEO of FiBrick Financial Services, an accounting and fractional CFO services firm founded in 2015. Ramona has guided FiBrick to success through a deliberate focus on the automation and enhancement of financial processes in the technology sector and providing advisory services to business owners in the service sector. Prior to FiBrick, she spent 20+ years as a Financial Controller for Fortune 500 companies and pre-IPO startups. Ramona has a track record of successfully implementing innovative strategies that enhancing the operational and financial performance of her clients.

Through the many services and workshops her firm provides, Ramona enjoys and takes pride in her innate ability to bring people together to build community, and financially empowering women to build sustainable businesses. She is a proud mentor of the Women Entrepreneurs of NYC (WENYC) initiative where she leads mentor sessions and workshops aimed at helping women start and grow their businesses. Ramona is also a host employer for the Baruch College’s Shadow Partners Program which offers students the opportunity to experience a day at a job site.

Ramona is often invited by various organizations to participate in public speaking engagements and lead workshops focused on personal finances, small business strategies and work-life balance for business owners.

Ramona holds the Certified Public Accountant (CPA) and Certified Financial Planner (CFP) licenses and is a member of the AICPA and the New York State Society of CPAs.

Date Offered (if applicable): Oct 16, 2019
Your Name: Ramona Cedeno
Business Name: FiBrick Financial Services