Year-End Tax Moves for Business Owners
A 45-minute working session covering the strategies most owners miss before December 31.
- Coming soon
- 12:00 PM ET
- Online (Zoom)
Events & Webinars
Workshops, roundtables, and webinars led by our advisors.
Practical, no-pitch sessions for business owners and high-income professionals.
Lawrenceville Small Business Roundtable
Quarterly breakfast for local owners at our 279 W Crogan St office. Open conversation, no slides, no pitch.
- Coming soon
- 8:30 AM ET
- Lawrenceville, GA
Real Estate Investor Tax Strategy
Cost segregation, REPS, and the short-term rental loophole — explained in plain English.
- Coming soon
- 1:00 PM ET
- Online