You work hard for your money, and you should get to spend it how (and when) you want.

You know there are ways to have the tax code work for you—not against you—but where do you even begin? Tax strategy can feel overwhelming, and it’s easy to put it out of your mind (until the next season comes around). But making smart money moves doesn’t have to be hard: Join Painless Tax for a tax strategy seminar and start saving on taxes today.

Event Details

This two-hour workshop will be divided into four parts, designed to help you:

1. Understand your tax picture
   We’ll calculate your effective tax bracket, determine if you’re above or below average tax rates, and learn how to estimate what your taxes will be before the end of the tax year.
   TOOL TAKE AWAY: Future Tax Estimate Calculator

2. Learn simple tax reduction strategies
   Next, we’ll talk strategy: Let’s maximize your deductions, discuss side gigs, IRA and charitable contributions.
   TOOL TAKE AWAY: J.K. Lasser's 1001 Deductions and Tax Breaks 2024: Your Complete Guide to Everything Deductible ($20 value)

3. Discover sophisticated tax reduction strategies
   We’ll dig into more advanced savings tools: Rental properties, buying a business, donor advised funds, charitable remainder trusts, conservation easements, oil and gas investments, and more.
   TOOL TAKE AWAY: Tax-Free Wealth: How to Build Massive Wealth by Permanently Lowering Your Taxes ($21 value)

4. Consider future tax strategies
   Finally, we’ll talk future considerations: Retirement fund taxation, Roth conversations, LIRP, and tax-free wealth transfer.

What to bring:

While you can gain a wealth of knowledge simply by showing up invested in learning, we recommend bringing:

• Your most recent tax return

• A calculator—a phone will suffice

• Pen/notepad

Stay tuned for more details.

Tickets coming soon.

You work hard for your money, and you should get to spend it how (and when) you want.

You know there are ways to have the tax code work for you—not against you—but where do you even begin? Tax strategy can feel overwhelming, and it’s easy to put it out of your mind (until the next season comes around). But making smart money moves doesn’t have to be hard: Join Painless Tax for a tax strategy seminar and start saving on taxes today.

Tickets coming soon.

Stay tuned for more details.

Tickets coming soon.

You work hard for your money, and you should get to spend it how (and when) you want.

You know there are ways to have the tax code work for you—not against you—but where do you even begin? Tax strategy can feel overwhelming, and it’s easy to put it out of your mind (until the next season comes around). But making smart money moves doesn’t have to be hard: Join Painless Tax for a tax strategy seminar and start saving on taxes today.

Tickets coming soon.

You work hard for your money, and you should get to spend it how (and when) you want.

You know there are ways to have the tax code work for you—not against you—but where do you even begin? Tax strategy can feel overwhelming, and it’s easy to put it out of your mind (until the next season comes around). But making smart money moves doesn’t have to be hard: Join Painless Tax for a tax strategy seminar and start saving on taxes today.

Tickets coming soon.