Get a front row seat to our live workshops
September 10, 2024 at 4:00:00 PM EST
OOO LIVE / FOR OWNERS, OPERATORS & OUTLIERS
Dive into the strategies and secrets behind today's most successful businesses. Join us virtually to discover how businesses like yours are built, run, and scaled in the modern world. Featuring expert speakers like Jay Clouse, Codie Sanchez, Balaji Srinivasan.
September 12, 2024 at 6:00:00 PM EST
QUICKSTART: Overview of Carry platform + Demo
Curious about Carry? Join this free, live Demo! Discover how Carry can simplify your financial journey and streamline tax processes: - Learn account setup & features - Maximize advisor, robo-advisor, auto-contribute - Master tax-saving strategies (Mega Backdoor Roth!) - Live Q&A & Replay included!
September 12, 2024 at 7:00:00 PM EST
Office Hours
Join Dave Ashworth, a CPA focusing on equipping business owners & CEOs with the financial tools & time freedom to scale their business to master the essentials of business management. He'll get into staying organized, designing effective systems, understanding cash vs. accrual accounting, developing a robust chart of accounts, maintaining up-to-date records, and identifying crucial reports to review. Strengthen your business’s foundation for long-term success and efficiency. Exclusively for Carry customers.
September 26, 2024 at 6:00:00 PM EST
QUICKSTART: Overview of Carry platform + Demo
Curious about Carry? Join this free, live Demo! Discover how Carry can simplify your financial journey and streamline tax processes: - Learn account setup & features - Maximize advisor, robo-advisor, auto-contribute - Master tax-saving strategies (Mega Backdoor Roth!) - Live Q&A & Replay included!
October 01, 2024 at 6:00:00 PM EST
Proactive Tax Strategies: Partnering with Your Tax Pro for a Stress-Free Tax Season
Learn how to collaborate effectively with your tax professional to implement proactive strategies that simplify your tax season and maximize your savings with Al-Nesha Jones, CPA, MBA. This session is exclusively for Carry customers.
September 27, 2024 at 7:00:00 PM EST
Mastering Crypto Taxes
Learn essential crypto tax strategies to optimize your gains, reduce liabilities, and stay compliant. Perfect for investors looking to navigate the complex world of crypto taxation with Vivek Laungani, CPA from Purewater. (exclusively for Carry customers)
