Personal Finance: Ask the Experts: Small business owners: Bee hosts free financial advice for 2013

Personal Finance: Ask the Experts

Get advice on money matters from The Bee's Claudia Buck and a panel of local experts

February 18, 2013

Small business owners: Bee hosts free financial advice for 2013

What's ahead in 2013 for you and your business? From state/federal taxes to healthcare to employee benefits, there are numerous challenges and changes facing Sacramento's small business owners.
On Thursday, March 7, The Bee and KFBK will co-host a "Small Business Financial Q&A," where you can get answers from state and local experts to your questions on taxes, retirement planning, employee health benefits, retirement plans, and other bottom-line issues.

The four local experts are: Kevin Thelen, CFP and retirement plan specialist with Genovese Burford & Brothers; health benefits experts Cheryl Mellow of Ames-Grenz Insurance Services; employment law attorney Larry Kazanjian of Palmer Kazanjian Wohl Hodson; and CPA Greg Burke of John Waddell & Co.

In addition, representatives from the Sacramento Metro Chamber of Commerce and the state's GOBiz program will be on hand to answer questions.

The event, co-hosted by Sacramento Bee personal finance columnist Claudia Buck and KFBK financial advisor Kelly Brothers, will be held at the Bee, 2100 Q St., from 6-7:30 p.m.
Admission is free but you need a ticket to attend. To register, go to: beebuzzpoints.com and click on "Bee Events".

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Claudia Buck is The Sacramento Bee's personal finance columnist. Read all her columns here. Contact her at cbuck@sacbee.com

Terri Carpenter

Terri Carpenter offers advice on job hunting, retraining and career counseling. Carpenter works at Sacramento Works Inc., the career and job training arm of the Sacramento Employment and Training Agency (SETA). With 15 years in the field, she has hands-on experience with everyone from first-time job seekers to career professionals seeking advice after a layoff or looking for a mid-career change. Ask her a question.

Carlena Tapella

Carlena Tapella is a partner in the law firm of Webb & Tapella Law Corp. in Sacramento. The firm specializes in estate planning and probate, such as estates, trusts, conservatorships and litigation. She is a past president of the Sacramento County Bar Association's Estate Planning & Probate Section. Ask her a question.

Kimberly Foss, certified financial planner, is the founder of Empyrion Wealth Management in Roseville. With nearly 30 years in the financial industry, her clients include women in transition, small business owners, retirees and "pre-retirees." Ask her a question.

Gregory Burke, a CPA and tax expert with John Waddell & Co. in Sacramento since 1984, worked as an IRS tax auditor for six years. He’s a past chairman of the California Society of CPAs. Ask him a question.

Daniel Tahara takes your questions about California taxes. Tahara, a spokesman for the state Franchise Tax Board, has 10 years of experience as a tax auditor. Ask him a question.