Tax & Financial Workshops

Events

Insightful webinars, speaking engagements, and networking meetups designed to equip you with the latest tax strategies and financial insights.

Asian Women Business ShowcaseIn-Person
Mar 22, 2026Art Love Salon — Seattle, WA

Asian Women Business Showcase

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2025 One Big Beautiful Bill Part 3: High-Net-Worth & High-Income Tax Strategy BriefingWebinar
Jul 16, 2025Zoom Webinar

2025 One Big Beautiful Bill Part 3: High-Net-Worth & High-Income Tax Strategy Briefing

Protecting Your Wealth in the Era of the Big Beautiful Tax Reform

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2025 One Big Beautiful Bill Part 2: Tax-Saving Strategies for Business Owners — The 10 Most Frequently Asked Tax QuestionsWebinar
Jul 09, 2025Zoom Webinar

2025 One Big Beautiful Bill Part 2: Tax-Saving Strategies for Business Owners — The 10 Most Frequently Asked Tax Questions

Past event
2025 One Big Beautiful Bill (Part 1): Real Estate Investment & Exit — Opportunities and PitfallsWebinar
Jun 25, 2025Zoom Webinar

2025 One Big Beautiful Bill (Part 1): Real Estate Investment & Exit — Opportunities and Pitfalls

Past event
Racing Toward the 2024 Tax Deadline: Last-Minute Tax Moves for Small Business OwnersWebinar
Apr 10, 2025Zoom Webinar

Racing Toward the 2024 Tax Deadline: Last-Minute Tax Moves for Small Business Owners

Past event
Racing Toward the 2024 Tax Deadline: A Last-Minute Tax Checklist for Real Estate InvestorsWebinar
Apr 03, 2025Zoom Webinar

Racing Toward the 2024 Tax Deadline: A Last-Minute Tax Checklist for Real Estate Investors

Past event
Tax-Smart Strategies for High-Income Earners: Maximizing Wealth & Achieving a Tax-Free RetirementIn-Person
Feb 22, 2025Milpitas, CA

Tax-Smart Strategies for High-Income Earners: Maximizing Wealth & Achieving a Tax-Free Retirement

Optimizing Tax Rates, Achieving a Zero-Tax Retirement, and Doubling Tax-Free Assets

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How to Maximize Tax Savings with Retirement AccountsWebinar
Feb 13, 2025Online Webinar

How to Maximize Tax Savings with Retirement Accounts

Smart tax strategies, retirement plan comparisons, and the common pitfalls to avoid.

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Key Highlights of the 2024 Federal Tax ChangesWebinar
Feb 06, 2025Online Webinar

Key Highlights of the 2024 Federal Tax Changes

The latest federal tax changes — rates, credits, BOI reporting, and crypto rules.

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Retirement Saving OptimizationWebinar
Jan 23, 2025Online Webinar

Retirement Saving Optimization

Maximize your retirement account with financial tools and Roth conversion.

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The Real Estate Investment Tax-Saving TrilogyWebinar
Jan 16, 2025Online Webinar

The Real Estate Investment Tax-Saving Trilogy

Buying, Exiting, and Inheriting — A Comprehensive Guide to Real Estate Tax Optimization

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Top 5 Business Tax Saving StrategiesWebinar
Jan 09, 2025Online Webinar

Top 5 Business Tax Saving Strategies

Smart Strategies for Maximizing Tax Efficiency and Business Benefits

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