Classroom Session - Advanced Tax Strategies LIVESTREAM

Join us on July 21 for an engaging evening focused on advanced tax planning strategies designed to help high earners, business owners, and investors make the most of their income. From 5:00-6:00 PM, we’ll dive into proven techniques for reducing taxable income, deferring liabilities, and building long-term financial efficiency. It’s a great opportunity to explore smart, proactive planning ideas and have meaningful conversations — all in a relaxed, upscale setting.