2026 TAX-EFFICIENT INVESTMENT PLANNING WEBINAR

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February 04, 2025

4 PM PST / 7 PM EST

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Hosted by Yohannes Cramlet

CEO & Chief Investment Officer

Welcome to our upcoming Live Investor Workshop on February 4th, 2025 at 4PM PST / 7PM EST, where we’ll be reviewing 2026 Tax-Efficient Investment Planning with special guest Mitch Petracca.

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What You Will Learn

2026 is positioned to be a year of opportunity. Quantitative tightening has ended, new tax laws have been adopted by Congress, and Interest Rates are trending downwards. While this creates opportunities for investors, preparation is the name of the game. For our sophisticated investors, Tax Planning starts in Q1, informing investment decisions to achieve our desired yields. This is where having the right knowledge and the right tax team can really make an impact. That is what we cover in this Live Investor Workshop.

Key Topics We'll Explore

1

Why Q1 Planning Is the key to Increasing Income and Reducing Tax Burden
2

How to Compare Investment Vehicles by Tax Efficiency, Yield, and Effort
3

How 2026 Tax Laws Influence Investment Results
4

How Economic Cycles Create Opportunity For Prepared Investors

Mitch Petracca

Forward Firm

Trusted Guidance. Proven Experience.

Mitch Petracca is Founder and Managing Partner of Forward Firm, providing bookkeeping, tax preparation, and fractional CFO services to small businesses and individuals. A CPA and founder of Finsider.ai accounting software, Mitch delivers personalized financial guidance with modern technology, helping you make confident decisions and achieve sustainable growth.

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Cramlet Capital - Premier Private Equity Commercial Real Estate

About Cramlet Capital

Cramlet Capital is a premier private equity commercial real estate investment firm. With decades of expertise and significant liquidity, we identify and acquire world-class, multi-tenanted assets below intrinsic value. Our mission is to deliver superior long-term, risk-adjusted returns for our investors while fostering economic growth and creating valuable assets in the communities we serve.

Important Disclaimer

This page is for informational purposes only and does not constitute an offer to sell or a solicitation to buy securities. Any offering will be made only through official offering documents and to accredited or otherwise qualified investors in compliance with applicable securities laws. Real estate investments involve risks, including loss of principal, illiquidity, and other factors. Past performance is not indicative of future results. Prospective investors should consult their own financial, legal, and tax advisors before investing.

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(949) 785-0877

invest@cramletcapital.com

Newport Beach Location
4695 MacArthur Ct, Newport Beach, CA 92660

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Investing involves risk, including loss of principal. Past performance does not guarantee or indicate future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Cramlet Capital nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any tax consequence. Offers to sell, or solicitations of offers to buy, any security can only be made through official offering documents that contain essential information about investment objectives, risks, fees, and expenses. Prospective investors should consult with a tax, legal and/or financial adviser before making any investment decision.