Table of Contents

• ICYMI: The Big Beautiful Bill Webinar ReplayDid yo …

• Audit Protection & Advisory Services Are Back (By …

• Coming Up: August Office Hours – The Anatomy of a …

ICYMI: The Big Beautiful Bill Webinar Replay
Did you miss our recent webinar on The Big Beautiful Bill? Or maybe you just want to rewatch it and marvel at how we made tax legislation sound almost… dramatic. Either way, you’re in luck.

🎥 Recording: Watch the webinar
📑 Slide Deck: Download the slides

We covered the highs, the lows, and the “wait, that’s in the bill?!” moments. And yes, the slides are as thrilling as the webinar—don’t let anyone tell you otherwise.

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Audit Protection & Advisory Services Are Back (By Popular Demand)
You asked, we answered. After taking a brief hiatus earlier this year to focus on our Advisory Collective, we’re officially reopening enrollment for our Audit Protection Plan—but only for a limited time.

Now, imagine knowing about a tax issue before the IRS sends a letter. With our proactive IRS account monitoring, you’ll get early warnings—weeks before official notices hit your mailbox. That means less scrambling, fewer surprises, and significantly reduced need for emergency chocolate.

📅 If you’ve already filed your 2024 return, you’ve got until August 15th to enroll and lock in two years of coverage.
📝 If you haven’t filed yet, you can enroll now or opt in when your return is submitted. Either way, you’re covered.

We’ve got two great options to keep you covered, depending on how deep you want to go:

✅ Ongoing Advisory Services
For clients who want more than protection—a true strategic partner. These options come with support, planning, and consistent access to our team:

Both plans include our signature IRS monitoring and help protect you from surprise letters and unexpected tax drama—while giving you tools to grow, plan, and maybe even sleep a little better at night.

🔗Enroll in Audit Protection 🔗 Join Group Advisory Services
🔗 Join Strategic Advisory Services

Got questions? Just reply to this email—we’ll help you find the right fit.

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Coming Up: August Office Hours – The Anatomy of a Deal
Mark your calendars: Monday, August 18th at 2 PM, we’re hosting a very special edition of Office Hours. This time, we’re slicing open a private equity deal and taking a good, hard look at the guts.

🎯 Topic: The Anatomy of a Deal
We’ll walk you through a full-cycle private equity investment—from shiny pitch deck to final distribution—with all the sensitive bits tastefully redacted. If you’ve ever wondered what really happens behind the scenes of a deal (and more importantly, what that means for your taxes), this is the session for you.

🔍 Expect insights on:
• Deal structure and timing
• What to look for before investing
• The tax treatment at each stage
• Real-world takeaways from a completed deal

Whether you’re a seasoned investor or just deal-curious, this is your backstage pass to the accounting and tax side of private equity.

🔗 Register for August Office Hours