Friday, September 18, 2026 at 11:00 AM ETYour seat is not held yet … three questions decide it.
Your seat is NOT reserved yet.
This questionnaire is a requirement for your ticket, not a formality. You do not yet have a seat reserved. The Workshop is built around the people who will actually be in the room, and three answers decide whether this room is the right one for you. The Workshop Zoom Link will only be delivered to qualified attendees. So please invest a few seconds to answer these 3 questions.
What do you anticipate this year’s tax bill to look like, all in?
Not sure? Use last year’s number as the starting point.
What do you anticipate this year’s annual taxable income to be … what are you on track for?
Approximate is fine … all of it, household-wide.
How is that income actually made? Check all that apply.
Most owners check 2 or 3 … strategies work at the household level, so household-wide is exactly right.
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