Executive Insights Luncheon
Empowering Business with the Opportunity
Scholarship Fund
Earn tax credits and impact education
In business, we look for the win-win opportunities. One big one available to Oklahoma businesses is the Opportunity Scholarship Fund, which provides businesses, including passthrough entities, with the freedom to redirect their income tax toward supporting lower-income students and receive up to $100,000 in tax credits. Learn how you can lower your tax liability while contributing to expanding educational opportunities for Oklahoma students at the next Oklahoma Fidelity Bank Executive Insights Luncheon featuring Opportunity Scholarship Fund CEO Sarah Guardiola.
EXECUTIVE INSIGHTS LUNCHEON:
The Opportunity Scholarship Fund
November 5, 2024 | 11:30 a.m. to 1:00 p.m.
This event is free. Lunch will be provided.
OKLAHOMA FIDELITY BANK
2222 South Utica Place, Suite 350 | Tulsa, OK 74114
WHAT YOU'LL LEARN
Income tax redirected to the OSF can be treated as a business expense and result in a tax write-off. Attendees of this luncheon will be equipped to:
- Understand the process of redirecting income tax to the Opportunity Scholarship Fund (OSF) and the benefits it provides to businesses, including passthrough entities, in terms of tax credits and reduced tax liability.
- Evaluate the impact of donated tax dollars on the expansion of educational opportunities for eligible lower-income students in Oklahoma through scholarships provided by the OSF.
ABOUT THE SPEAKER
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Sarah Guardiola has made significant contributions in community building, workforce development, and Hispanic consumer market growth through her co-founded company, Guardiola Consulting. Her involvement in presenting collaborative research at the United Nations Just Governance forum in Switzerland and her role as the CEO of the Skyway Leadership Institute demonstrate her leadership and impact on building trust within communities. Additionally, her achievements in the education sector, particularly in growing Oklahoma's largest scholarship-granting organization which has issued over $30 million in scholarships to over 10,000 students due to tax credit-eligible donations, reflect her commitment to educational advancement and opportunity. |