Don’t Miss Out: Expert Webinars This Week!

We’re excited to offer a packed schedule of upcoming webinars designed to keep you informed and ahead of the curve on key tax, financial, and investment topics. Whether you’re looking for personalized advice, tax-saving strategies, prime investment opportunities, or estate planning insights, we’ve got you covered. Don’t miss these valuable sessions—mark your calendar and join us!

Today , Monday November 18th, 2pm CST

Office Hours with Vince - A personalized, hour-long session offering expert tax, accounting, and financial advice, tailored to client needs, with real-time insights and a growing knowledge base of common topics.

Thursday, November 21st

Tax Credits and Deductions for W2 Employees - at 10am CST - Join our special free session of the Advisory Tax Planning Cohort, hosted by Chase Ravisten, where he’ll share year-end tax-saving strategies specifically for W-2 earners—the toughest group to tax plan for!

Providence Villages - Investment Opporunity - at 2pm CST - On behalf of Cannon Fund, we’re excited to present Providence Village Square—a prime retail development in Providence Village, TX, offering flexible options to meet the growing demand for local services in a booming residential area.

Monday, November 25th

Estate Planning & The Future of the Estate Tax   - at 10amCST - Prepare for the 2026 estate tax exemption reduction with strategies to minimize tax burdens, including gifting, trusts, business succession planning, and wealth protection tools.