A free 30-minute working session for business owners and high earners who would rather plan their taxes than react to them. Bring your questions. Leave with a clearer picture of what to look at before the year closes.
A tax preparer reports the past. A tax strategist helps you decide the future.
Where your numbers stand and what is still worth reviewing before December 31.
How to think through a purchase before you make it for the write off.
The decisions worth discussing before the year closes, and what carries into 2027.
All sessions are Thursdays at 7:30 PM ET, 30 minutes, live on Google Meet.
The Tax Strategy Room is part of a weekly series on planning ahead. Each week builds on the last, and the masterclass is where we slow down and go deeper.
One planning idea, explained in plain English, so you can start thinking about it before the week is out.
A live conversation where we walk through the week's topic and answer questions from the chat in real time. Holiday weeks move to Tuesday.
The registered 30-minute masterclass on Google Meet. A focused working session, with the replay sent to everyone who signs up.
Your revenue moved, and you want your tax plan to move with it instead of finding out in April.
You have heard the S-Corp conversation and want to understand when it may be worth reviewing for your situation.
High-earning professionals who want to make decisions with the tax side in view, not after the fact.
Join The Tax Strategy Room, Thursday October 29 at 7:30 PM ET. It's free, and the replay is sent to everyone who registers.
Register Free Ready to look at your own numbers? Learn about the Tax Blueprint Analysis