In-PersonTax & Financial Workshops
Events
Insightful webinars, speaking engagements, and networking meetups designed to equip you with the latest tax strategies and financial insights.
In-Person
Webinar2025 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
Webinar2025 One Big Beautiful Bill Part 2: Tax-Saving Strategies for Business Owners — The 10 Most Frequently Asked Tax Questions
Webinar2025 One Big Beautiful Bill (Part 1): Real Estate Investment & Exit — Opportunities and Pitfalls
WebinarRacing Toward the 2024 Tax Deadline: Last-Minute Tax Moves for Small Business Owners
WebinarRacing Toward the 2024 Tax Deadline: A Last-Minute Tax Checklist for Real Estate Investors
In-PersonTax-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
WebinarHow to Maximize Tax Savings with Retirement Accounts
Smart tax strategies, retirement plan comparisons, and the common pitfalls to avoid.
WebinarKey Highlights of the 2024 Federal Tax Changes
The latest federal tax changes — rates, credits, BOI reporting, and crypto rules.
WebinarRetirement Saving Optimization
Maximize your retirement account with financial tools and Roth conversion.
WebinarThe Real Estate Investment Tax-Saving Trilogy
Buying, Exiting, and Inheriting — A Comprehensive Guide to Real Estate Tax Optimization
WebinarTop 5 Business Tax Saving Strategies
Smart Strategies for Maximizing Tax Efficiency and Business Benefits
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