Registration · step 2 of 2
Seat heldBuild the roomConfirmation
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What do you anticipate this year's tax bill to look like, all in?
Not sure? Use last year's number.
AUnder $25K
B$25K-50K
C$50K-100K
D$100K-350K
EOver $350K
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.
AUnder $100K
B$100K-250K
C$250K-500K
D$500K-1M
EOver $1M
How is that income actually made? Check all that apply.
Include your spouse's or partner's income … strategies work at the household level.
I own a business or professional practice
My spouse or partner owns a business or professional practice
1099 / consulting / side-hustle income
W-2 salary … mine
W-2 salary … my spouse or partner
Investment real estate income
Portfolio income … dividends, interest, capital gains
Your seat is already held. This step shapes the session.
Answer each of the three questions to complete your registration.