About this Event
Are you paying more in taxes than you need to? This private, three-hour intensive is for business owners, high-income earners, and investors who want to move from reactive tax filing to proactive tax planning.
Led by Beti Lapson Luu of BT Legacy Accounting Co., this session covers how the way you structure your business and investments affects what you owe, and what you can do about it before the year ends.
What you'll learn:
- How your business or entity structure affects your tax bill
- Advanced tax planning strategies
- Employer responsibilities, including IRC §125 cafeteria plans
- Retirement options and IRMAA (Medicare premium) planning
- Capital gains tax planning
- And more
Details:
Friday, October 9, 2026 | 10:00 AM – 1:00 PM
VEA Newport Beach, A Marriott Resort & Spa
900 Newport Center Drive, Newport Beach, CA 92660
Registration: $299. Seating is limited.
Questions? Call 714.873.2004, email [email protected], or visit www.betilegacyacct.biz.
Event venue & nearby stays
VEA Newport Beach, A Marriott Resort & Spa, 900 Newport Center Drive, Newport Beach, United States
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