More dates will be added soon!
TAXSTRATEGIES
Simple Tax Strategies Could Save You Thousands on Your Next Tax Return
If you think you’re overpaying taxes, chances are you’re right. It’s easy to get lost when you’re a high-net-worth client with the kind of income and assets that invite complicated tax situations.
What you need, that you won’t get from your local CPA, is a good dose of relevant, up-to-date tax planning.
The amount of aha moments you’ll have are guaranteed to help you avoid costly mistakes and eliminate surprises!
Join us for this two-day workshop and walk away with:
Dozens of tax strategies and loopholes you can implement into your plan THIS YEAR
Knowledge of the current tax laws and how to navigate them
Insight into the three types of income streams and how they impact your tax burden
An understanding of the red flags that trigger an IRS audit and how to avoid them
Proactive plan to stay ahead of changes and maximize your tax deductions
FEATURED IN
ANDERSONADVISORS
Here’s an overview of what you receive at Tax-Wise
THOUGHTLEADERS
Our Speakers
Eliot Thomas
Attorney
Barley Bowler
Tax Advisor

Lower Your Taxes to the Legal Minimum!
By leveraging tax-advantaged entity structures and smart planning strategies, you can reduce your tax burden to the legal minimum—keeping more of your income working for you instead of going to taxes.



























