Guide to Setting Up Your Business as a Solo Practitioner
Presented by: Sandy Voit, MS, EdS, LMHC, CDFA
When: Thursday, April 23, 2026 | 9:00 AM – 12:15 PM, Pacific Time
Where: Live on Zoom. You will receive your Zoom link/invitation the week of the workshop.
Continuing Education Credit Hours: No CEs are offered for this workshop | $65.00
There are many reasons to become a private practitioner: autonomy and independence, choosing your clients, flexibility in parenting or caregiving, etc. We will discuss the financial and business sides of opening your own practice.
Topics will include what type of tax structure you might want to use, the various licenses and insurances you may need, taxes (income, state, self-employment, and unemployment), and how to reduce those taxes via optimizing your business deductions.
Other information and discussion topics include establishing a home office, why nepotism (hiring a spouse or children) is good, and start looking at planning for your retirement.
Substantial handouts and resources are provided so you can focus on the discussions and not spend all your time taking notes.
Objectives:
- Learn pros and cons of different options of tax structures for your practice.
- Develop a financial plan for your practice.
- How to optimize your business deductions.
- Learn advantages of setting up a home office.
- Why, if you are married and/or have children, it is advantageous to hire them.
- Start planning for your own retirement.