Get a front row seat to our live workshops
January 16, 2025 at 2:00:00 PM ET
QUICKSTART: Overview of Carry platform + Demo
Whether you're thinking about joining Carry or just curious to learn what we're all about, this workshop is tailored just for you! Join us as we dive into all the ways Carry can simplify your financial journey and streamline tax processes. Here’s what we’ll cover: - A step-by-step guide on setting up your Carry account, with insights into the diverse account options available - Unlocking the full potential of your account through features such as our financial advisor, robo-advisor, and seamless auto-contribution setup - How to do complex tax-saving strategies (like a Mega Backdoor Roth) in clicks - And much more! There will be no replays, so attend live (and snag our special offer)!
January 21, 2025 at 2:00:00 PM ET
How to Pay Less in Taxes in 2025 (For Business Owners & Side-Hustlers)
Do you know owning a small business is the best way to save money on taxes in America? It doesn't matter if you are a freelancing on the side, or own a venture-backed startup. Join us in this session where we break down exactly how business owners and side hustlers can save money on their taxes in 2025. In this workshop, you'll discover: ‣ 7 powerful tax strategies tailored for business owners and side-hustlers to maximize deductions and reduce your tax burden ‣ A little-known tax-advantaged account that you could deduct up to $70,000 – are you taking advantage of it? ‣ How your business structure could be costing you in self-employment taxes, and potential alternatives to consider ‣ Live Q&A to get your burning questions answered ‣ And more! Can't make it live? Make sure to sign-up anyways as we'll be sending out a recording.
January 23, 2025 at 2:00:00 PM ET
QUICKSTART: Overview of Carry platform + Demo
Whether you're thinking about joining Carry or just curious to learn what we're all about, this workshop is tailored just for you! Join us as we dive into all the ways Carry can simplify your financial journey and streamline tax processes. Here’s what we’ll cover: - A step-by-step guide on setting up your Carry account, with insights into the diverse account options available - Unlocking the full potential of your account through features such as our financial advisor, robo-advisor, and seamless auto-contribution setup - How to do complex tax-saving strategies (like a Mega Backdoor Roth) in clicks - And much more! There will be no replays, so attend live (and snag our special offer)!
January 28, 2025 at 2:00:00 PM ET
The 2025 Profit Playbook for Business Owners
Start the new year with a fresh approach to managing your money and growing your business. This session is designed for entrepreneurs ready to take control of their cash flow, maximize profits, and create a sustainable financial strategy for long-term success. What you'll walk away with: ‣ A custom profit plan to help you keep more of every dollar you earn by using savvy tax strategies. ‣ Real-world methods to grow your business while cutting out inefficiencies and unnecessary costs. ‣ Crystal-clear financial goals for 2025—and the exact steps to hit them. ‣ Expert insights to avoid the costly mistakes that sabotage most entrepreneurs. ‣ Tools and strategies to turn your business into a machine that is set up to build wealth in a sustainable way. ‣ And more! If you’re looking to start the year with focus, clarity, and a strategy that actually works, this is the session you don’t want to miss!
January 29, 2025 at 2:00:00 PM ET
Personal Finance for Startup Founders
Everything you need to know about personal finance as a startup founder. Including: - How much you should pay yourself as a startup founder - How to compensate the team early employees / maximizing the value of equity grants with regard to taxes - QSBS - why it's a gift and how to plan for it - Estate planning as a startup founder and when is the right time to embark on it - Diversification retirement accounts as a founder - What parts of generic personal finance advice is applicable to you
February 05, 2025 at 2:00:00 PM ET
Carry VIP: Maximize Your Tax Savings with Expert Strategies
Join our exclusive Carry VIP Info Session to discover how our premium tax service can help business owners and professionals with net annual incomes of $200k or more. Learn about proactive tax planning, business bookkeeping, and comprehensive tax return filing designed to reduce your tax liabilities. We'll provide detailed pricing information and answer all your questions during a live Q&A with Vincenzo Villamena, CPA. Plus, attendees will receive a special offer to get started with Carry VIP. Don't miss this opportunity to optimize your tax savings and streamline your financial management.
January 01, 2025 at 12:00:00 AM ET
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 workshop is available on demand for you to watch anytime.
January 01, 2025 at 12:00:00 AM ET
Unlock Hidden Travel Rewards: Maximize Your Points & Miles
In this special Q&A recording, we were joined by points and miles pro Cameron Mattis, who shared his top tips and tricks to unlock incredible travel experiences without skyrocketing their spending. This workshop is available on demand for you to watch anytime.
January 01, 2025 at 12:00:00 AM ET
Tax Entity Selections and Strategies: S Corp, C Corp, or Partnership?
Explore the benefits and tax implications of different business structures in this workshop on entity selection. Learn when an S Corp, C Corp, or partnership might be right for your business, and gain insights into tax-saving strategies tailored to each. This workshop is available on demand for you to watch anytime.
January 01, 2025 at 12:00:00 AM ET
Building a Strong Foundation For Your Business
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. This workshop is available on demand for you to watch anytime.
