Where business-to-business meets face-to-face.

BeaUtahful Biz

The focus of this lunch & learn is to help first time investors see the path / benefits to using real estate as a tax savings strategy.  CPAs, and their clients, highly encouraged to attend.

 is a real estate advisor that specializes in helping high income earners repurpose their tax dollars towards down payments on investment property. Allowing them to replace their earned income with passive income over a 10-15 year time horizon to achieve true financial freedom.

 is a Senior Account Executive at Veritax Advisors, bringing over a decade of experience in the tax and accounting industry. With a strong emphasis on tax planning and strategies, Dave is dedicated to helping clients optimize their tax savings and navigate complex financial landscapes.

Lunch & Learn for Real Estate as a Tax Strategy for First Time Investors