Free Invitation to Week 6 – Q4 Tax Planning Cohort

Invitation to Week 6 – Q4 Tax Planning Cohort

We invite you to join Week 6 of our 8-week Q4 Tax Planning Cohort—Tax Credits and Deductions for W-2 Employees. Typically offered exclusively to clients of P&C Advisory Collective, this session has helped our clients save hundreds of thousands of dollars by maximizing tax-saving strategies for W-2 employees. Since individuals on a W-2 often have fewer tax-saving options compared to business owners, this session is tailored specifically for them.

This week’s session is open to everyone, and we’re excited to make it accessible for two key reasons:

• To share effective, behind-the-scenes tax planning tools that you can use.

• To give you a preview of the valuable insights our clients gain through our advisory services at P&C Advisory Collective.

Register here to join the webinar .

This session will focus on using real estate investments to implement tax-advantaged solutions. You’ll gain insights into choosing the right people for different strategies and learn how to effectively plan, present, and execute these strategies for your clients.

Session Highlights:

• Explore how real estate investments can serve as powerful tools for tax planning.

• Learn specific strategies to maximize tax benefits for you and your clients.

About the Presenter: Our speaker, Chase Ravsten, brings over 15 years of experience in the financial services industry and has a strong passion for helping clients retain more of their earnings and identify suitable investment opportunities. With an educational approach, Chase and the team at Vistia ensure that every conversation leaves clients fully informed about all aspects of their investments.

Join us for an exclusive, insightful session designed to help you wrap up year-end planning. We look forward to seeing you there!

Register here