january 2026

Tax Saving Strategies

to grow and scale your business

Start off the year by investing in yourself—and your business. Topics include:

Build a sustainable and scalable business
High-level techniques that lower your taxes to the bare minimum
How the tax code benefits you and how to not miss a single deduction
Tax-advantaged accounts and investments that help you create wealth
New tax strategies based on current laws

jUNE 7 2025

Business Tax Advisory

creating your desired future

Designed specifically for business owners and high-income earners who want to optimize their financial decisions and reduce their tax burden. Topics include:

Document your processes and systems to more efficiently operate your business
Grow revenue and profits consistently for more predictable cash flow
Structuring business entities for tax efficiency
How to invest in your family through a management company
Identifying tax-savings opportunities with deductions, credits, and deferral techniques

OCTOBER 11 2025

Asset Protection

shield investments and minimize taxes

Learn how to structure your business for sustainable, long-term growth. Discover strategies to create and preserve generational wealth. Topics include: