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SCOREA Network of Business Knowledge and Experience

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SCORE is a resource partner with the SBA
  Workshops - Finance
 
Schedules are subject to change without notice. Please check here frequently for updates.
For a complete list of workshops offered, please check the Workshop Calendar.


To view only one workshop title, please select from the following list:

  
June

 
Retirement Planning For Small Business Owners
Location:Digital Media Center
1300 S. Bristol, Santa Ana 92704
Click here to view map
Date & Time:June 30 2016, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


CONCERNED ABOUT ATTRACTING & RETAINING TALENTED EMPLOYEES… CAN’T KEEP UP WITH TAX LAW CHANGES… NOT YET PLANNED FOR YOUR OWN RETIREMENT?

Learn easy and inexpensive ways to retain key employees in a competitive market place, find income and tax shelters you can use, and determine the right way to prepare for your own retirement. If you're a small business owner for 5 years without a retirement plan in place this workshop is definitely for you!

Small businesses have generally not been very successful in terms of providing opportunities for their employees to save for retirement. Many still believe they can’t afford to do so. Only 44% of small businesses offer retirement plans. Lots of business owners are so busy working in their businesses they haven’t even taken time to plan for their own retirement, let alone keep up with the constant tax law changes which affect retirement planning in general. So what’s the best plan for your business, the best plan for you as an owner? It might be a SIMPLE IRA, SEP IRA, SOLO 401k, Roth 401k or Defined Benefit Plan. What are the advantages and disadvantages? If you currently have a retirement plan, is it still the best choice? Have you done your annual retirement plan “checkup”? We all need a clear plan, a road map to the future. This workshop will help you understand which retirement plans you should use for the best results.

This workshop is presented by Mandy Woo.

Mandy Woo is a Certified Financial Planner and business owner herself and has helped individuals, families and small businesses achieve their financial goals through customized, comprehensive, strategic financial planning for over 13 years. Through her daily practice, and volunteering at SCORE, Mandy has educated many individuals and small business owners in terms of tax planning, protection planning, and investment and retirement planning. She owns a franchise financial advisory business and holds a Bachelor Degree in Investment Finances and a Master Degree in Taxation. Mandy also holds General Security, Insurance, and Investment Advisor licenses. As an ongoing basis, she has been working with CPAs and attorneys to help small business owners design and set up retirement, executive benefit plans and exit strategies suitable for their individual situations.


(Registration/Check-in 5:30 to 6:00 PM)
 
 
  
July

 
How To Manage Payroll So You Withhold The Correct Amount From Employees
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
Click here to view map
Date & Time:July 12 2016, Tuesday, from 1:30 PM to 3:00 PM
Cost:No Cost
More Info:


Hear from an expert speaking on behalf of the IRS. Find out the employers responsibilities to identify wages that are subject to employment taxes, the difference between an accountable plan and a non-accountable plan and how to calculate your payroll taxes using the appropriate method. Employment tax rules for wages and other types of compensation will also be discussed.

Antonio Alvarez EA presents this workshop. Tony has been a tax professional for over 29 years. He opened his own tax practice in 2001, earning his Enrolled Agent status in 2006. His firm specializes in assisting small business tax clients in all aspects of tax preparation, bookkeeping, payroll and audit representation. He recently completed the National Tax Practice Institute and achieved his designation as a Fellow.

(Registration/Check-in 1:00 to 1:30 PM)
 
An EZ Trip Through Your Financial Statements
Location:Westminster Branch, OC Public Library
8180 13th St., Community Room, Westminster 92683
Click here to view map
Date & Time:July 19 2016, Tuesday, from 5:30 PM to 8:30 PM
Cost:No Cost
More Info:


Want to know where financial statements come from and how to make them work for you? This workshop includes basic accounting principles and an interactive case study where you’ll learn how The Widget Company builds its Balance Sheet, Income Statement, Cash Flow and then uses Ratio Analysis to create a healthy, profitable business.

Bonnie Copeland of SCORE presents this workshop. Bonnie started her own retail ski shop at the age of nineteen, built it in five years to $1 million in sales, and then sold it in favor of a career as a stay-at-home mom. Within a year she had started a new home-based business selling custom portraits of children and pets through mail order and specialty shops. Five years later Bonnie sold this business, then earned her MBA and moved to Southern California to work as Project Financial Analyst for Hughes Aircraft and Project Manager for Shell Oil. Later, as a Financial Manager for the Disney Corporation, she worked on the construction of Thunder Mountain Railroad and managed financial affairs for Disney University and all of the Disney-owned stores at the park and hotels. For over eleven years she was Finance Manager for Digital Equipment Corporation, working directly with the Vice President of Sales to manage the financial aspects of a 600-person sales force. She was executive partner to several aerospace and banking firms. Bonnie wrote the strategic plan for a $50 million new venture. She now works part-time doing marketing, accounting, and financial planning for a small family-owned firm.

(Registration/Check-in 5:00 to 5:30 PM)
 
How To Manage Payroll So You Withhold The Correct Amount From Employees
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
Click here to view map
Date & Time:July 27 2016, Wednesday, from 1:30 PM to 3:00 PM
Cost:No Cost
More Info:


Hear from an expert speaking on behalf of the IRS. Find out the employers responsibilities to identify wages that are subject to employment taxes, the difference between an accountable plan and a non-accountable plan and how to calculate your payroll taxes using the appropriate method. Employment tax rules for wages and other types of compensation will also be discussed.

Antonio Alvarez EA presents this workshop. Tony has been a tax professional for over 29 years. He opened his own tax practice in 2001, earning his Enrolled Agent status in 2006. His firm specializes in assisting small business tax clients in all aspects of tax preparation, bookkeeping, payroll and audit representation. He recently completed the National Tax Practice Institute and achieved his designation as a Fellow.

(Registration/Check-in 1:00 to 1:30 PM)
 
 
  
August

 
Basics of Acccounting - The Language of Business
Location:Irvine Public Library, Heritage Park Regional Branch
14361 Yale Avenue, Irvine 92604
Click here to view map
Date & Time:August 4 2016, Thursday, from 5:30 PM to 8:45 PM
Cost:No Cost
More Info:


Accounting is the "language of business". People in the business world - owners, managers, bankers, investors - use accounting terms and concepts to describe the events that make up the “story” of a business. At its most fundamental level, accounting is the system of tracking the income, expenses, assets and liabilities of your business. In this workshop, you will learn how to make journal entries including debits and credits, the structure of financial statements, important financial ratios, ledgers, and, more importantly, how to "account" for the transactions in your business.

Jim Chamberlain of SCORE presents this workshop. Jim has an MBA and is a CMA (Certified Management Accountant). Jim has held financial positions with Dexter, General Dynamics and Statek Corporation, as well as an environmental start-up. For ten years he was part owner, director, and CFO of Consolidated Reprographics, an Orange County leading reprographics company. He also helped manage a privately held high technology company awarded as one of the top 50 fastest growing private companies in Orange County. During his career, Jim has had extensive experience in merger and acquisition activity as both buyer and seller. He has prepared Business Plans, sold and purchased businesses and has helped entrepreneurs improve their cash flow. Management Accounting is his specialty. Jim has been active in various volunteer organizations, such as SCORE and United Way. He is also a past president and director of the Certified Management Accounting Society of Southern California (CMASSC).

(Registration/Check-in 5:00 to 5:30 PM)
 
Retirement Planning For Small Business Owners
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
Click here to view map
Date & Time:August 16 2016, Tuesday, from 9:00 AM to Noon
Cost:$35 pre-register online; $45 at the door (cash or check only)
More Info:


CONCERNED ABOUT ATTRACTING & RETAINING TALENTED EMPLOYEES… CAN’T KEEP UP WITH TAX LAW CHANGES… NOT YET PLANNED FOR YOUR OWN RETIREMENT?

Learn easy and inexpensive ways to retain key employees in a competitive market place, find income and tax shelters you can use, and determine the right way to prepare for your own retirement. If you're a small business owner for 5 years without a retirement plan in place this workshop is definitely for you!

Small businesses have generally not been very successful in terms of providing opportunities for their employees to save for retirement. Many still believe they can’t afford to do so. Only 44% of small businesses offer retirement plans. Lots of business owners are so busy working in their businesses they haven’t even taken time to plan for their own retirement, let alone keep up with the constant tax law changes which affect retirement planning in general. So what’s the best plan for your business, the best plan for you as an owner? It might be a SIMPLE IRA, SEP IRA, SOLO 401k, Roth 401k or Defined Benefit Plan. What are the advantages and disadvantages? If you currently have a retirement plan, is it still the best choice? Have you done your annual retirement plan “checkup”? We all need a clear plan, a road map to the future. This workshop will help you understand which retirement plans you should use for the best results.

This workshop is presented by Mandy Woo.

Mandy Woo is a Certified Financial Planner and business owner herself and has helped individuals, families and small businesses achieve their financial goals through customized, comprehensive, strategic financial planning for over 13 years. Through her daily practice, and volunteering at SCORE, Mandy has educated many individuals and small business owners in terms of tax planning, protection planning, and investment and retirement planning. She owns a franchise financial advisory business and holds a Bachelor Degree in Investment Finances and a Master Degree in Taxation. Mandy also holds General Security, Insurance, and Investment Advisor licenses. As an ongoing basis, she has been working with CPAs and attorneys to help small business owners design and set up retirement, executive benefit plans and exit strategies suitable for their individual situations.


(Registration/Check-in 8:30 to 9:00 AM)
 
 
  
September

 
Buy/Sell & Valuation of a Business
Location:Chapman University
1 University Drive, Beckman Hall #404, Orange 92866
Click here to view map
Date & Time:September 12 2016, Monday, from 6:00 PM to 9:00 PM
Cost:No Cost Workshop, $3 parking fee for 4 hours
More Info:


What’s the Business Worth? – Valuation Techniques

What’s your business worth? You’ll learn how to develop a valuation estimate that is defensible whether you are buying, selling or starting a business. Or is a franchise more to your liking? You’ll learn the pros and cons of franchising as well. All of this is in “plain English” and based on current valuation concepts. We will take you through the process using examples of each calculation.

Jim Chamberlain of SCORE presents this workshop. Jim has an MBA and is a CMA (Certified Management Accountant). Jim has held financial positions with Dexter, General Dynamics and Statek Corporation, as well as an environmental start-up. For ten years he was part owner, director, and CFO of Consolidated Reprographics, an Orange County leading reprographics company. He also helped manage a privately held high technology company awarded as one of the top 50 fastest growing private companies in Orange County. During his career, Jim has had extensive experience in merger and acquisition activity as both buyer and seller. He has prepared Business Plans, sold and purchased businesses and has helped entrepreneurs improve their cash flow. Management Accounting is his specialty. Jim has been active in various volunteer organizations, such as SCORE and United Way. He is also a past president and director of the Certified Management Accounting Society of Southern California (CMASSC).

For parking lot map and ratesClick here.

(Registration/Check-in 5:30 to 6:00 PM)
 
Retirement Planning For Small Business Owners
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
Click here to view map
Date & Time:September 13 2016, Tuesday, from 9:00 AM to Noon
Cost:$35 pre-register online; $45 at the door (cash or check only)
More Info:


CONCERNED ABOUT ATTRACTING & RETAINING TALENTED EMPLOYEES… CAN’T KEEP UP WITH TAX LAW CHANGES… NOT YET PLANNED FOR YOUR OWN RETIREMENT?

Learn easy and inexpensive ways to retain key employees in a competitive market place, find income and tax shelters you can use, and determine the right way to prepare for your own retirement. If you're a small business owner for 5 years without a retirement plan in place this workshop is definitely for you!

Small businesses have generally not been very successful in terms of providing opportunities for their employees to save for retirement. Many still believe they can’t afford to do so. Only 44% of small businesses offer retirement plans. Lots of business owners are so busy working in their businesses they haven’t even taken time to plan for their own retirement, let alone keep up with the constant tax law changes which affect retirement planning in general. So what’s the best plan for your business, the best plan for you as an owner? It might be a SIMPLE IRA, SEP IRA, SOLO 401k, Roth 401k or Defined Benefit Plan. What are the advantages and disadvantages? If you currently have a retirement plan, is it still the best choice? Have you done your annual retirement plan “checkup”? We all need a clear plan, a road map to the future. This workshop will help you understand which retirement plans you should use for the best results.

This workshop is presented by Mandy Woo.

Mandy Woo is a Certified Financial Planner and business owner herself and has helped individuals, families and small businesses achieve their financial goals through customized, comprehensive, strategic financial planning for over 13 years. Through her daily practice, and volunteering at SCORE, Mandy has educated many individuals and small business owners in terms of tax planning, protection planning, and investment and retirement planning. She owns a franchise financial advisory business and holds a Bachelor Degree in Investment Finances and a Master Degree in Taxation. Mandy also holds General Security, Insurance, and Investment Advisor licenses. As an ongoing basis, she has been working with CPAs and attorneys to help small business owners design and set up retirement, executive benefit plans and exit strategies suitable for their individual situations.


(Registration/Check-in 8:30 to 9:00 AM)
 
 
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