Upcoming Webinar:
Webinar:
3 Costly Mistakes Business Owners Make with Their Entity Structure
(And How to Fix Them Before They Drain More Value)
February 18, 2026
About the event
Listen up LLCs and C-Corps: Your entity structure could be costing you thousands every year.
This high-impact webinar is for business owners who want to reduce taxes, boost retirement savings, and protect their business value as they grow.
We’ll reveal:
- How your current structure (LLC, S Corp, C Corp) may be holding you back
- The most overlooked tax-saving and retirement strategies for business owners
- How LLCs, S Corps and C Corps are taxed differently and their limitations
- And how your business finances are tied with your personal finances
PLUS:
Get ahead of the curve on the One Big Beautiful Bill (OBBBA). Learn how this legislation could reshape how LLCs, S Corps, and C Corps are taxed and how to position yourself to benefit.
Meet the Speakers
Andrew Leithe, CFP®
CEO & Investment Committee Chair
- 15+ years guiding successful business owners, physicians, and executives
- Oversees $450M+ in client assets (as of 1/1/2026)
- Leads Strategic Financial’s Investment Committee
- Specialist in Business Consulting, Tax Strategy, and Generational Wealth Planning
Andrew brings a practical, client-first approach to business planning, combining deep tax knowledge with real-world insight into how to grow and protect value across every stage of ownership.
His career started in private equity, asset management, quantitative analysis and marketing with Frontpoint Partners (as seen in “The Big Short”), JP Morgan, Apollo Global Management, and Siguler Guff & Company. Today he applies that expertise, along with a unique and rigorous financial planning process, in his work as the private wealth strategist for our individual and business clients.
His approach ensures that all areas of our clients’ business and personal finances stay well connected and aligned.
Andrew Leithe, CFP® – Strategic Financial
CEO & Investment Committee Chair
- 15+ years guiding successful business owners, physicians, and executives
- Oversees $450M+ in client assets (as of 1/1/2026)
- Leads Strategic Financial’s Investment Committee
- Specialist in Business Consulting, Tax Strategy, and Generational Wealth Planning
Andrew brings a practical, client-first approach to business planning, combining deep tax knowledge with real-world insight into how to grow and protect value across every stage of ownership.
His career started in private equity, asset management, quantitative analysis and marketing with Frontpoint Partners (as seen in “The Big Short”), JP Morgan, Apollo Global Management, and Siguler Guff & Company. Today he applies that expertise, along with a unique and rigorous financial planning process, in his work as the private wealth strategist for our individual and business clients.
His approach ensures that all areas of our clients’ business and personal finances stay well connected and aligned.
Bill Webb – Saratoga Benefit Services
Managing Partner
Bill is a Managing Partner of Saratoga Benefit Services and the Owner of Saratoga Medicare Advisors. Prior to joining Saratoga, Bill worked for Arthur J. Gallagher on the Property& Casualty side of the insurance industry.
Bill joined his mother at Saratoga Benefits in August of 2017 to learn and expand their benefits firm.
Saratoga Benefit Services is a family-owned employee benefits brokerage firm that has been serving the Tri-State area for the past 25 years.
The company works with employers to establish employee benefit plans that help attract and retain employees, while working within the confines of each company’s budget and health care needs.
Saratoga primarily works with health, dental, vision, life, disability, long-term care, PEO’s, and other benefit products to create comprehensive packages for their clients.
Osaic Wealth Form CRS
Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through Strategic Financial Advisors Corporation, a registered investment advisor. Strategic Financial Advisors Corporation and Strategic Financial Services Corporation are not affiliated with Osaic Wealth, Inc.
This communication is strictly intended for individuals residing in states where the contracted representative is licensed. No offers may be made or accepted from any resident outside the specific state(s) the representative is registered. Current registered states: AZ, CA, CO, CT, DE, FL, GA, KY, MD, NJ, NM, NY, NC, PA, SC, TN, TX, VA. Please contact us to determine the states in which each representative is registered.
Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. Osaic Wealth, Inc. does not provide tax or legal advice.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.