Date and Time
Wednesday Oct 2, 2024
11:30 AM - 1:00 PM CDT
Wednesday, October 2nd
11:30am-1:00pm
Location
Portage County Business Council
5501 Vern Holmes Dr
Stevens Point, WI 54482
Fees/Admission
No cost to attend
Light lunch provided
Description
Guest Speakers:
Brad Kruger, CPA
Holly Hoffman, The Tax Lady
Ultra-Wealthy families and successful businesses often utilize sophisticated strategies to reduce, defer, or eliminate taxes.
Advanced tax strategies have been out of reach for most, until now.
We will show YOU in a rather clever and sophisticated way, how YOU can create your own Virtual Family Office and gain access to advanced tax planning strategies.
The result is increased business and personal profitability, less stress, and significant time savings.
You will walk away with DIY (do it yourself) tools, and the option to have it DFY (done for you).