BUSINESS SUCCESS WEBINAR

REPLAY

PANELISTS

Quentin Moses
Quentin Moses
Healthcare Specialist
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Suba K. CPA, EA
Suba K. CPA, EA
Tax & Finance Expert
Connect
Todd Masters, MBA
Todd Masters, MBA
Business Growth Strategist
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WEBINAR REPLAY

February 13 2026

Takeaways

  • Explore self-funded/level-funded health plans to reduce costs
  • Utilize pre-tax benefits like Section 125 plans to save on taxes
  • Implement systems and processes to improve operational efficiency
  • Leverage AI strategically to automate repetitive tasks
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March 13 2026

Takeaways

  • Explore level-funded healthcare plans and Section 125 cafeteria plans to significantly reduce healthcare costs
  • Work closely with a CPA to optimize your business structure and tax deductions
  • Regularly evaluate your core business systems and processes using zero-based thinking
  • Ensure you have the right team in place to scale your business
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