Business Education Series - Tax Strategies for Entrepreneurs & Business Owners

Description

Discover expert tax saving tips and strategies for  entrepreneurs and business owners to save on taxes.

Michelle's Bio:

Michelle Davis is a Certified Public Accountant (CPA) and financial planner with nearly two decades of experience in corporate accounting, public accounting, and tax auditing, including nearly ten years serving North Carolinians as a Revenue Field Auditor for the N.C. Department of Revenue. Michelle is additionally certified as a Personal Financial Specialist (PFS) by the AICPA (American Institute of CPAs) and is pursuing the Certified Financial Planner (CFP®) certification, having passed the CFP® Exam.

What does this mean? Michelle has both advised entrepreneurs financially and examined businesses for financial non-compliance.

Michelle currently works with Trillium Square Advisors LLC, a Registered Investment Advisor (RIA) firm based in North Carolina, guiding individuals and families financially toward their dreams. Michelle also volunteers with the N.C. Council on Economic Education (NCCEE), is a presenter for the N.C. Association of CPAs’ Financial Planning Networking Group, which both focus on financial education, and currently serves on the board of the Financial Planning Association’s (FPA) Triangle chapter.

 

Sukesh’s bio:

Sukesh Pai is the founder and Principal of Trillium Square Advisors LLC, a Registered Investment Advisor (RIA) firm headquartered in North Carolina. With over 20 years of broad industry experience, Sukesh brings a fresh perspective from different disciplines such as engineering and design to the financial advisory service.

Sukesh works with individual investors and families with careers primarily in the technology industry. Having started his career in the technology industry, he understands the needs and aspirations of engineers, scientists and software developers. He implements evidence-based strategies and systematizes the investment process to mitigate the impact of behavioral biases in decision making.

At Trillium Square, his mission is to identify the dreams and aspirations of his clients, so he can help them structure their finances to achieve their dreams.

Prior to founding Trillium Square Advisors, Sukesh served at QMS Capital Management LP and Morgan Stanley & Co. He is a holder of the Chartered Financial Analyst® designation and has an MBA from Duke University where he was a Fuqua Scholar.

Sukesh is very active in the local business community. He has been on the board of the Financial Planning Association’s (FPA) Triangle chapter during the last several years, including serving as President in 2022. He also mentors and teaches for the TiE Young Entrepreneurs (Tye) program hosted by TiE Carolinas for high school students to foster entrepreneurship.