Live Webcast
Wednesday, August 13 from 5:30-6:30 PM
Unlock Tax Savings Under the One Big Beautiful Bill
Discover Hidden Tax Strategies in the One Big Beautiful Bill
Learn how to unlock tax strategies in the One Big Beautiful Bill (OBBBA) that could potentially save you thousands of dollars or more.
We'll cover the following topics and more:
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About Guest Speaker: Brett Greenig
Brett Greenig is a seasoned CPA and tax strategist based in Southern California, currently serving as Tax Manager at Class Advisors, a boutique accounting and consulting firm focused on individuals and business owners across the region. He brings over a decade of experience in financial planning and tax advisory.
Holding a Master's in Accounting and financial licenses including Series 7 and Series 63, Brett specializes in serving high-income individuals and small business owners—especially those residing in high-tax states.
Disclosures: This presentation should not be used as a basis for legal, accounting and/or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences. The materials are provided for informational purposes only. The strategies and investments discussed during the presentation may not be suitable for all investors. Exposure to ideas and financial vehicles discussed should not be considered investment advice or recommendation to buy or sell any financial vehicle. The materials are provided for informational purposes only and should not be used or construed as an offer to sell or a solicitation of an offer to buy any security. Past performance is not indicative of future results. Investments will fluctuate and when redeemed may be worth more than or less than when originally invested.