**NEW LOCATION**
Julio's Mexican Grill - 544 Sawdust Rd, Spring, TX 77380
(it looks like a hole in the wall, but it's big inside to the right)

Networking

6:30 Market Recap for North Side of town.
6:45 CPA Wagner Grams
• Difference between tax planning and reactive tax filing
• Importance of having a year-end review on tax planning
• Key documents to examine during a year-end tax planning session
• Effective tax-saving strategies for real estate investors
• Reviewing and optimizing entity structure (LLC, S Corp)
• Retirement contributions as a tax reduction tool (Solo 401(k), Roth IRA, etc.)
7:15 Off Market Deals and Discussions

Natalie Frye-Mattern Pilkinton

John Emberton

Spring/Woodlands - Passive/Active Real Estate Investing

Active and Passive Real Estate Investing

Career & Business

Investing Strategies

Self-Directed Retirement Investing

Investing

IRA's and Real Estate Investing

Real Estate Investing

Wagner Raymond Grams – Speaker Bio
Wagner Raymond Grams is a senior tax advisor with the Financial Well-Being Network, specializing in
strategic tax planning for business owners and real estate investors. With over 17 years of
experience, Wagner helps clients reduce tax liability, optimize entity structures, and unlock long-term
financial growth through proactive advisory.
He holds a degree in real estate finance from the University of Southern California, earned over 35
years ago, and has spent decades helping clients acquire, operate, and scale rental property
portfolios. His clients collectively manage hundreds of properties valued in the millions, and his
expertise bridges both financial strategy and real estate operations.
Wagner’s career includes high-level financial guidance for institutions such as Citibank, Chase Bank,
Texas A&M, and Adelphia Communications, where he oversaw budgets up to $100 million and capital
expenditures of $35 million. His approach is rooted in managing by the numbers to achieve strategic
outcomes.
Earlier in his career, Wagner operated a mortgage refinance and investment business in California and
helped launch three real estate funds focused on rental income properties. These funds acquired
assets for cash, held them for five years, and exited profitably.
A frequent speaker at industry events, Wagner is known for making complex tax concepts accessible
and actionable. He also volunteers with the Urban Debate Leagues of Texas, supporting youth
development through critical thinking and public speaking.

Wagner Raymond Grams

Year End Tax Planning and Strategies for 2026

Julio’s Mexican Grill

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Spring/Woodlands - Passive/Active Real Estate Investing

Year End Tax Planning and Strategies for 2026

Spring/Woodlands - Passive/Active Real Estate Investing

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