Upcoming event
Tax Mitigation Strategies
- Date and time
- Tuesday, November 17, 2026
5:00 PM - Location
- The Endgame Lounge
3835 CR 175, Unit #840, Leander, TX 78641
Join Corey for an educational discussion of tax-aware planning considerations. Attendees will explore how income, account types, charitable goals, estate considerations, and changing tax rules can create trade-offs that merit coordination with a qualified tax professional.
Hosted by: Corey
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Thirty minutes, no cost, no pitch.
Bring documents or bring nothing. We'll tell you what we'd look at first — and whether we're the right fit.
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