Investment Webinar details, Safer Data, and Your Cyber Monday Upgrade

Inside: A new real estate investment opportunity, a cybersecurity close call, and how to join the Collective for less

Join Us for a Closer Look at the Sunscape Apartments Investment Opportunity in Abliene, TX - Tuesday, December 2 at 1 PM CST

Join us this Tuesday at 1 PM CST for a live webinar on Sunscape Apartments, a 100-unit value-add property in Abilene, Texas.

Dan Carlucci from Sunscape Management Group will walk through the business plan, including renovations, financials, and long-term strategy. The team is currently raising capital and looking for investors to partner with on the project.

He’ll cover:

  • Projected returns and investment structure

  • Renovation plans and expected value impact

  • What’s driving growth in Abilene and why it matters

  • How the deal offers strong depreciation benefits—especially valuable if you’re a real estate professional

Abilene has seen steady rent growth, solid occupancy, and major economic investment, creating a strong backdrop for this kind of opportunity.

Whether you’re new to real estate or a seasoned investor, this session offers a clear overview and time for Q&A.

Your Data Deserves Better Than Hackers with Too Much Free Time

We recently had a client whose Intuit username and password was compromised. The would-be cyber criminals tried (unsuccessfully) to authorize a payment to themselves while posing as the user. Fortunately, we caught it by digging into the QuickBooks Online audit trail, but this sort of thing is becoming far too common.

So here’s the deal: cyber threats are real, and they’re getting bolder. As your provider, we go to great lengths to protect your information , not just because it’s the right thing to do, but because we have access to some of your most sensitive data. We’re talking Social Security numbers, EINs, bank accounts, birthdays, and even the VIN on your electric vehicle for tax credits.

Here’s what you can do to help keep your data safe
Cybersecurity isn’t just an IT problem , it’s a team effort. Here are a few simple but effective steps you can take on your end:

Enable Two-Factor Authentication (2FA) — If it’s available, turn it on. Especially for Intuit, your bank, and email accounts.
Use Strong, Unique Passwords — Yes, it’s a pain. No, “Qwerty123!” is not strong. Consider a password manager, we use https://keepersecurity.com
Never Reuse Login Credentials — If your Intuit password is also your Amazon password, it’s time for a reset.
Be Suspicious of Links — If an email asks you to log in, update something, or send money, verify before you click.
Limit Shared Access — Only give login access to people who really need it, and review user permissions regularly.
Let Us Know If Something Seems Off — A strange email from us? A login you don’t recognize? Call us. Seriously.

And here’s what we’re doing to protect you
We take your trust seriously, and protecting your data is one of the most important parts of our job. Here’s how we’re doing that every day:

Security-First Culture — Data protection isn’t a side task, it’s built into everything we do
Written Information Security Program (WISP) — A formal plan with real structure, not just a PDF sitting on a shelf
FTC Safeguards Rule Compliance — We meet federal security standards
Encryption & Access Controls — Your data is locked up tight and only accessible to authorized team members
Secure Work Environment — All work is done through remote, Azure-based servers managed by our third party IT partners
Hourly Data Backups — Because losing your data once is one time too many
Ongoing Cybersecurity Training — Our staff knows what phishing looks like
No Data Sharing Without Consent — We don’t share your information with anyone unless you say so
Trust Center (Coming Soon) — A new hub where you’ll be able to see how we’re protecting your data in real time

We’ve built a firm that prioritizes your privacy, and we continue to invest in better systems, better training, and better tools to stay ahead of evolving threats.

Because your data deserves protection and hackers deserve to stay bored.

$49 to Outsmart the IRS?

Yes, we’re doing the Cyber Monday / Black Friday thing and it’s a good one. You can lock in lifetime access to the P&C Advisory Collective for just $49/month (normally $165/month). This is your private community for smarter tax planning, vetted investment opportunities, and conversations with people who are building real wealth, just like you. Members already have access to over 14 hours of recorded strategy sessions, with new live trainings each month covering what’s working right now.

We’re just getting warmed up. In the months ahead, you'll hear from expert guests like Keith Blackborg on discounted IRA rollovers and Mario Wilson on showing up more confidently on camera. Plus, you'll see real-time investment pitches from other members — including raw land in Denton, Texas multifamily deals, and Florida projects you won’t find elsewhere. If you’ve been meaning to join, now’s the time. Sign up at $49/month forever before the offer disappears: