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Events | Carry

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Live Events
On Demand

December 26, 2024 at 1:00:00 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)!

Jess Catorc
Rahul Mehta
When

December 26, 2024 at 1:00:00 PM ET

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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.

Al-Nesha Jones, CPA
When

January 01, 2025 at 12:00:00 AM ET

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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.

Cameron Mattis
When

January 01, 2025 at 12:00:00 AM ET

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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.

Patrick Dichter
When

January 01, 2025 at 12:00:00 AM ET

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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.

Dave Ashworth, CPA
When

January 01, 2025 at 12:00:00 AM ET

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