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Complementary educational events with conversations on

tax advantaged strategies

Complementary educational events with conversations on various

Tax Advantaged Strategies

May 2, 2024

Lake Oconee Bistro

Lake Oconee, GA

Advanced Tax Mitigation Strategies

Accredited Investor Event

Open Exclusively For

Professional Advisors or Accredited Investors

June 11, 2024

Virtual Event

IRS Conservation Easement Disputes

Accredited Investor Event

Open Exclusively For

Professional Advisors or Accredited Investors

June 27, 2024

Virtual Event

Qualified Opportunity Zone Funds

Grow Wealth Tax Free

Open Exclusively For

Professional Advisors or Accredited Investors

July 25, 2024

Virtual Event

1031 Exchange Fundamentals

Rules and Options

Open Exclusively For

Professional Advisors or Accredited Investors

September 26, 2024

Virtual Event

Year End Tax Strategies

December 31 Deadlines

Open Exclusively For

Professional Advisors or Accredited Investors

May 3, 2024

Lake Oconee Bistro

Lake Oconee, GA

Advanced Tax Mitigation Strategies

Accredited Investor Event

Open Exclusively For

Professional Advisors or Accredited Investors

June 13, 2024

Virtual Event

IRS Conservation Easement Disputes

Accredited Investor Event

Open Exclusively For

Professional Advisors or Accredited Investors

July 11, 2024

Virtual Event

Advanced Tax Mitigation Strategies

Key Strategies for Tax Reduction

Open Exclusively For

Professional Advisors or Accredited Investors

September 5, 2024

Virtual Event

Oil and Gas Tax Benefits

Deductions and Cash Flow

Open Exclusively For

Professional Advisors or Accredited Investors

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