93% of small businesses overpay on taxes despite having a CPA. What you don't know is costing you. Planning to sell? Exit on your own terms.About this Event
Your 2026 tax bill is set. Your 2027 isn't. Learn the IRC strategies the top 3% use—legally.
I have a question for you-
What was your tax bill in 2026? Now the harder one: what is your plan to reduce it in 2027?
Most business owners and high‑income earners don’t miss opportunities because they’re careless. They miss them because the tax code rewards proactive structure, not reactive filing.
If the honest answer to the second is "my CPA will figure it out in March," this afternoon is built for you. Your 2026 number is already locked. 2027 is still yours to design — but only if you act while there's runway.
Why most owners overpay
93% of small businesses overpay on taxes despite having a CPA. Not from laziness — from structure. Conventional advice stays reactive: file what happened, take the standard deductions, repeat.The true risk isn't missing a filing deadline — it's persisting with outdated structures that quietly limit opportunity. Meanwhile the code itself is full of provisions most advisors never model, because modeling takes time they don't bill for.
The gap isn't effort. It's what you don't know you don't know.
What a room full of business owners has in common
You're carrying a tax complexity your planning was never built for. W2 income at executive levels. Equity awards and deferred comp. A business with real profit. A sale on the horizon. Each one narrows your flexibility and raises your exposure — and the calendar moves faster than most people expect once the numbers are set.
What you'll learn
This is an education-first session on strategies that are fully supported within the Internal Revenue Code — the same provisions sophisticated advisors use for clients with complex balance sheets:
- Section 179 expensing — the expanded limits under the One Big Beautiful Bill Act, and where owners leave deductions unclaimed
- Section 168 accelerated depreciation — including the bonus depreciation treatment restored and made permanent under OBBBA, and how cost segregation interacts with it
- High-W2 reduction architecture — structuring deduction paths for concentrated income, equity comp, and deferred compensation
- Exit planning before the sale — why waiting until close is the most expensive mistake, and what's still possible even after a transaction
- Entity and compensation design — aligning business, personal, and legacy planning instead of treating them as separate projects
- What the top 3% know — the structures and timing discipline that don't circulate in ordinary tax-prep conversations
Who this is for
- Business owners with meaningful profit and a federal tax burden of $100K+
- High-income W2 earners — executives, consultants, professionals with equity or deferred comp
- Owners with a sale, exit, or capital event on the horizon
- Anyone who has outgrown basic compliance and year-end tax prep
Who this is not for
If you're looking for a quick deduction or someone to file last year's return, this isn't that room.
The format
An afternoon of structured education from tax strategists, followed by a happy hour debrief — deliberately unstructured time with the people who actually do this work. Bring your specific situation. The best conversations happen with a drink and a cigar in hand, not a slide on screen.
Event venue
555 E Pikes Peak Ave, 555 East Pikes Peak Avenue, Colorado Springs, United States
Concerts, fests, parties, meetups — all the happenings, one place.