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DAY 1

The 2026 Tax Changes: Where Are the New Opportunities?

• The tax law changes that could affect investors, business owners, and high-income earners
• How expanded SALT deductions could change what you can write off
• Opportunity Zones 2.0: what’s changing and where new investment opportunities may emerge
• Changes to charitable giving, estate tax exemptions, and tax-advantaged savings accounts

Not All Income Is Taxed Equally: Are You Paying More Than Necessary?

• Why rental income, business profits, and investment gains receive different tax treatment
• How earned, passive, and portfolio income affect which deductions and losses you can use
• The difference between short-term and long-term capital gains—and why timing matters
• How cost basis, depreciation, and capital losses affect your actual tax bill

Put Your Children on Payroll: A Family Tax Strategy Worth Understanding

• How paying your children for legitimate work in your business could reduce taxable income
• Which jobs qualify, what reasonable compensation looks like, and which records you need
• Why your business entity determines whether certain payroll tax exemptions apply
• How earned income could help your children start contributing to retirement accounts

Your Trading Profits: Is Your Brokerage Account Set Up the Right Way?

• Why holding investments in your personal name could create unnecessary legal exposure
• When a Wyoming LLC or trading partnership may make sense for your portfolio
• How different business structures affect trading income, deductions, and liability protection
• The tax considerations of using C-Corporations and guaranteed payments

Business Expenses You’re Already Paying: Could You Be Deducting More?

• How an Accountable Plan can allow your business to reimburse qualifying home office, mileage, and other expenses
• Section 280A: when renting your home to your business could create a legitimate deduction
• How a C-Corporation may deduct eligible medical expenses through a reimbursement plan
• The documentation and reimbursement rules that determine whether these strategies hold up

Selling Your Home or Converting It to a Rental? Don’t Overlook the Tax Consequences

• How homeowners may exclude up to $250,000 or $500,000 in qualifying capital gains
• Why ownership and residency requirements matter before you sell
• What changes when you turn your primary residence into an investment property
• How depreciation recapture could affect the taxes you owe when you eventually sell

Captive Insurance: Could Your Business Insure Its Own Risks?

• How captive insurance arrangements differ from traditional business insurance
• When a business might consider establishing its own insurance company
• Potential tax considerations, compliance requirements, and limitations

DAY 2

Your IRA Distributions: How Much Will the IRS Take?

• Why required minimum distributions (RMDs) could increase your taxable income, even when you don’t need the money
• How to direct eligible IRA distributions to charity without adding that amount to your taxable income
• Why donating directly from your IRA produces a different tax result than making a charitable contribution yourself
• The eligibility rules and annual limits to understand before making a qualified charitable distribution

Your Estate Could Be Worth Millions. What Will Your Heirs Actually Receive?

• How the $15 million federal estate tax exemption affects what you can pass on
• Why married couples may have up to $30 million in combined federal estate tax exemptions
• The difference between federal estate tax rules and potential state-level obligations
• What to consider as your investments, property values, and estate continue to grow