BT Legacy Acct Private Tax Strategy Intensive Event at VEA Newport Beach, A Marriott Resort & Spa – Newport Beach, CA

Are you paying more in taxes than you need to? This private, three-hour intensive is for business owners, high-income earners, and investors who want to move from reactive tax filing to proactive tax planning.

Led by Beti Lapson Luu of BT Legacy Accounting Co., this session covers how the way you structure your business and investments affects what you owe, and what you can do about it before the year ends.

What you'll learn:

• How your business or entity structure affects your tax bill
• Advanced tax planning strategies
• Employer responsibilities, including IRC §125 cafeteria plans
• Retirement options and IRMAA (Medicare premium) planning
• Capital gains tax planning
• And more

Details:
Friday, November 13, 2026 | 6:00 PM – 9:00 PM
VEA Newport Beach, A Marriott Resort & Spa
900 Newport Center Drive, Newport Beach, CA 92660

Registration: Free 15 Couples registered at no cost. Seating is limited.

Questions? Call 714.873.2004, email btlegacyacct@gmail.com, or visit www.betilegacyacct.biz.