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

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.

Schedule a Call with Mitch