Coffee&Convos: Finish Strong, Start Smart (Dec 2026)

Calling all small business owners! Coffee&Convos provides networking and programming to help support your small-business needs. 

Finish Strong, Start Smart
Year-End Tax Strategies for Small Business
As year-end approaches, small business owners have an opportunity to take proactive steps that can improve their tax position and prepare their business for the year ahead. This session will cover practical year-end tax planning considerations, including timing income and deductions, evaluating equipment and capital purchases, retirement planning opportunities, and other tax strategies business owners should be discussing with their advisors before year-end.

What You'll Gain

• Practical tax planning opportunities to explore for your business
• Key financial items to review before closing the books
• Focused questions to bring to your CPA or tax advisor
• Clear next steps to finish the year with confidence and start the next with a stronger plan

Dino Sanfilippo | Trout CPA
Dino Sanfilippo joined Trout CPA in 2021 after graduating from Penn State Harrisburg with a Bachelor of Science in Accounting and a Master of Business Administration. Dino is a member of the firm’s Manufacturing and Distribution Industry Group and Multistate Taxation Group. As a Manager, Dino oversees all aspects of tax planning and preparation for several of the firm’s key clients. Outside of work, Dino enjoys spending time with family and friends and participating in sports, particularly basketball and golf.


Sponsored by: