Tax Strategies for Agencies:
Keep More of What You Earn
A 90-minute workshop for digital agency owners and ops leads.
Tuesday, November 4, 2025 • 1:00pm - 2:30pm ET
Taxes don’t have to be confusing or costly.
This session breaks down what really matters for agency finances. How to structure your business, plan smarter, and claim the credits and deductions you deserve.
What You’ll Learn
Set Up Smart: When an LLC, S-Corp, or C-Corp makes the most sense
Plan with Intention: Retainers, projects, and productized work
Claim What’s Yours: The most-missed deductions for creative and remote teams
Use the R&D Credit: How dev, UX, and automation work can qualify for major savings
Pay Yourself Right: Salary vs. distributions and retirement options for owners
Stay Compliant: Multi-state, international, and sales-tax pitfalls to avoid
Prepare to Grow or Exit: Clean books and smart structures before your next big move
Who Should Attend
Owners, partners, COOs, and finance leads at digital, creative, and tech agencies.
You’ll Walk Away With
A simple checklist to reduce your tax burden, protect your profits, and make smarter year-end decisions without any confusing jargon.
Live 90-minute workshop + Q&A
Seats are limited. Reserve your spot and get your agency tax-ready for the year ahead.
FREE FOR BUREAU MEMBERS!
NONMEMBER TICKET FOR $99
Meet Ashley Vaughn
Ashley Vaughn is a highly skilled finance leader with extensive experience in individual and business taxation, tax planning, budgeting, forecasting, and financial reporting.
As a Virtual CFO/Controller, she has a demonstrated track record of success with compensation structures, profit planning, and KPI tracking across various industries, including e-commerce, construction, commercial real estate, retail, cannabis, and digital marketing.
Ashley has an undergraduate degree in Business Administration with a concentration in Accounting from Spring Hill College Mobile and a Master of Accounting (MAC) from the University of Alabama Birmingham (UAB).
She brings a mix of financial savvy, accountability, empathy, and cajun sass to every engagement. Born and raised in New Orleans, LA she believes in laughing too loud, everything can be cured with a good cocktail, and laissez les bons temps rouler. When she’s not crunching numbers you can either find her elbows deep in soil tending to her ever growing collection of plants, hanging with her two sidekicks, Winston & Bubba, or traveling the globe with her husband.