Beyond the Business
Tax Moves That Matter: Advanced Strategies Before Year-End
Thursday, November 20, 2025 from 11:30am to 1:00pm
KWS Financial Group
3407 W Alberta Rd. Edinburg, TX 78539
Lunch Provided
Limited Seating
About the Series:
Beyond the Business was designed by KWS Financial Group to help local entrepreneurs and business owners make smarter financial decisions—not just for their companies, but for their long-term personal wealth.
Each month, we host a small-group Lunch & Learn focused on practical, actionable topics that make a difference before year-end, at tax time, and in long-term planning.
Whether it’s saving on taxes, building retirement income, or preparing your company for eventual transition — each session gives you ideas you can use immediately.
Session Highlights:
- Adjusting owner compensation
- Maximizing Section 179
- Funding your future
- Timing income & expenses
- Charitable & family payroll strategies
About the presenter:
Jeremiah Castaneda is the founder of KWS Financial Group. As a fiduciary advisor and business owner himself, Jeremiah specializes in helping entrepreneurs and professionals design tax-efficient strategies that move profit beyond the business—into long-term wealth, retirement readiness, and family legacy planning.
Jeremiah Castaneda
Founder, KWS Financial Group
Investment advisory services offered through KWS Advisory Group, LLC, a registered investment advisor in Texas. Neither KWS Advisory Group, LLC nor KWS Financial Group, LLC is affiliated with any government agency and does not provide tax or legal advice.