2023 Business Tax Incentives – What to Know

It can feel challenging to stay up-to-date on legislation changes and understand how you may be impacted while ensuring you’re benefiting from all the tax incentives available to you and your business.

Please join us Tuesday, March 21st at 10 am as we discuss multiple tax incentives that employers can take advantage of, including:

• The newly signed SECURE Act 2.0
• The Employer Retention Credits within the CARES Act
• Work Opportunity Tax Credits (WOTC)

We hope to see you there!

PRESENTERS

Marc Fowler, Retirement Education Director, Human Interest

Human Interest is an affordable, full-service 401(k) and 403(b) provider that seeks to make it easy for small and medium-sized businesses (SMB) to assist their employees with investing for retirement. Marc specializes in supporting partners and clients in understanding retirement plans, in particular, the power of 401(k) and the relevant legislation that surrounds saving for retirement. After starting two small businesses in New York, he has a passion for how 401(k) plans can support the SMB sector.

Sarah Joag, Partner Account Manager, Human Interest

Human Interest is leveling the playing field on retirement by making employer and employee retirement savings more intuitive, more affordable, and more inclusive. As the Partner Account Manager in the Twin Cities, Sarah is focused on building out partnerships with payroll and benefits partners, CPAs, and financial advisors that support Human Interest’s mission to inspire people to envision a better future for themselves and for people in all lines of work. Sarah’s partners are able to offer clients affordable, zero-transaction fee, 401(k) plans for small and medium businesses.

Daniel Martinez, Senior Product Advisor, Heartland

Customizing a payroll solution for your business is more important than ever. From human resources administration to tax reporting and beyond, Heartland’s online suite of integrated services has everything you need. As Senior Product Advisor, Dan focuses on leveraging relationships with integrated platforms and partners to find the best solution to support the entire ecosystem for his clients of all sizes, knowing each one is different. He strives to live out Heartland’s motto each day: Entrepreneurs respectifully serving Entrepreneurs.

MODERATOR

James Tuft, Sales Executive

James Tuft is a Sales Executive for Horton’s Employee Benefit Solutions. In this role, James is responsible for providing expert employee benefits consulting, bringing new clients on board, and servicing and retaining existing clients. He is part of a team of employee benefits-focused specialists dedicated to delivering innovative healthcare solutions to employers.