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About us

This group is for business owners and high-income professionals who want clear, practical guidance on taxes, cash flow, and planning—without jargon or sales pitches.
Best for:

  • Individuals or households earning $150,000+
  • Business owners generating $250,000+ in annual revenue

We cover real-world topics like estimated taxes, retirement and entity planning basics, and current tax law changes (including OBBB), with clear explanations and live Q&A.

Link will be visible once you RSVP. Meetings are held virtually via Zoom, with event details posted on Meetup.com.

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Photo of the user Sheraline Thomas