Koshy’s Korner LIVE Wine and Cheese

Hotel Valencia 355 Santana Row, San Jose, CA

ONE NIGHT ONLY!!! Come for an extraordinary LIVE VIP wine & cheese event, where we will discuss the the key issues impacting your financial security: The Biden Administration’s tax plans and the impact on your money today, your retirement assets tomorrow, and your family’s financial future Cryptocurrencies: Are they really a hustle? Goodbye 1031 Exchanges: …

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Koshy’s Korner Special Report: Roth

With all of the current proposals in the Biden Administration to raise taxes in the future, the Roth might be your saving grace. Join us for a lively discussion about how the Roth works with real life examples that you can determine if a Roth should be in your future.

Koshy’s Korner Special Report: Stock Market

Wise investors need a way to benefit from the upside of the market while at the same time protecting themselves from the downside. During this discussion we will discuss how you can obtain up to 195% of the upside of the market—and absolutely zero downside!

Koshy’s Korner Special Report: The Biden Tax Plan

Pres. Biden has introduced numerous tax proposals that could skyrocket taxes in America. Join us for discussion on the update of the latest proposals from the Biden Administration and how they may affect you and your family for decades to come.

Tax-Free Retirement IS Possible

An event you can't afford to miss! A special Nation-Wide Event to show you that a Tax-Free Retirement IS POSSIBLE!

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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Koshy: Special Private Event

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

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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