Latest Past Events

Koshy: Special Private Event

Maggiano's 3055 Olin Ave, Ste 1000, San Jose

Join us at the Maggiano's Santana Row for a private discussion of how to defer, reduce, or completely eliminate long-term capital gains taxes when selling real estate, businesses, or certain other capital appreciated assets. Additionally, these assets can be protected from certain market conditions with 100% guarantee. This is one of the most unique programs …

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CPA Best Practices

Earn Valuable CPE Credits – How to Bulletproof Your Client’s IRA – 20 IRA Distribution Rules You MUST Know!  Learn how to help clients avoid heavy, immediate, and unnecessary taxation The latest updates on President Biden’s Build Back America tax proposals Understanding the “Alice in Wonderland” world of IRAs, after the SECURE ACT Learn the …

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