Avoiding Costly Mistakes: Tax Planning Strategies from Real Filing Errors

​Join us for a deep-dive session on how to avoid common tax filing errors that cost high-income earners thousands. In this practical, no-fluff workshop, we’ll walk through actual tax mistakes, explain why they happen, and show you how to avoid them with proactive planning.

​Whether you’re managing RSUs, juggling W-2 and passive income, or just want to make smarter tax moves—this session is for you.

​What we’ll cover:

• ​How underpayment penalties sneak up on dual-income and RSU earners

• ​The double-tax trap of misreported RSUs

• ​Qualified dividends: how small boxes on a 1099 can trigger big mistakes

• ​What W-2 earners often miss about the Net Investment Income Tax

• ​Timing capital gains right to unlock 0% tax brackets

• ​83(b) elections: how startup founders lose money by missing a deadline

• ​Missed savings for high-income earners: mega backdoor Roth, HSA, EV credits, and more

​Bonus:
🎁 We’ve got something special lined up for attendees—stick around till the end for an exclusive offer available only to live participants.