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Wed, October 7 · 3:00 to 4:00 PM CT Reserve your seat
You're invited  ·  Virtual briefing

Are you overpaying in taxes?

Is hope your only strategy?

If you feel your only tax strategy is hope, let's discuss opportunities to mitigate taxes. Most owners never explore what's possible until it's too late in the year to act on it.

Reserve your complimentary seat Check your tax posture

Educational briefing only. No products will be sold. Spots are limited for this private briefing.

Before the briefing

A two minute tax posture check. Nine questions, no numbers to look up, and nothing to download. Your answers stay in your browser until you choose to send them.

  • Structure and setup
  • Timing and planning
  • Retirement and benefits
  • Advisor coordination
  • Records and visibility

Educational only. It is not tax advice and it produces no dollar figure.

DateWednesday, October 72026
Time3:00 to 4:00 PM CTCentral Time
FormatMicrosoft TeamsLink provided upon registration
CostComplimentaryInvitation only
The question every business owner should be asking
Are you over paying in taxes? If you feel your only tax strategy is hope, let's discuss opportunities to mitigate taxes.
Before the briefing

Find out how much of your tax plan is hope. In two minutes.

Nine questions across the five places a proactive approach shows up, and the five places an annual scramble shows up instead. No numbers to look up, nothing to download, and your answers stay in your browser until you choose to send them.

Question 1 of 9Structure and setup
Loading
Pick the closest answer. You can change it before you finish.
0Tax posture index
Scoring

Where hope is doing the most work

    This is an educational self assessment based only on the answers you gave. It is not tax advice, a tax opinion, a review of your return, or a statement that you are or are not overpaying. Uniting Wealth Partners is a registered investment advisor and does not provide tax or legal advice.

    Bring this to the briefing, reserve my seat
    Designed for business owners who are

    Four reasons owners take this hour

    Curious whether they're overpaying in taxes today

    Wanting a proactive, year-round tax strategy instead of hope

    Unsure if their current approach is actually working

    Simply wanting to understand what's possible to mitigate taxes

    Reserve your complimentary seat

    What the hour covers

    No slides about us. All of it about you.

    1. What overpaying actually meansThe difference between filing correctly and planning ahead, and why both can be true at the same time.
    2. Where owners leave it too lateThe decisions that have to be made before a year closes rather than when the return is prepared.
    3. Proactive against hopeWhat a year round approach looks like next to an annual scramble.
    4. What to ask the people already advising youThe questions that surface whether anything is being looked at between filings.

    Educational briefing only. No products will be sold.

    Your host

    Kip Nichols

    Wealth Advisor, Uniting Wealth Partners. Questions before the briefing go straight to him at Kip.Nichols@unitingwealth.com.

    Ben McLintock
    Special guest speaker

    Ben McLintock, J.D., LL.M., CFP®, CFRE®

    Tax and Estate Attorney, Uniting Wealth Partners.

    In partnership with SDR Ventures

    SDR Ventures joins Uniting Wealth Partners for this briefing.

    Reserve your seat

    Wednesday, October 7

    Complimentary, invitation only, on Microsoft Teams. Kip sends the joining link after you register.

    • Educational briefing only, no products will be sold
    • Your tax posture check comes with you if you completed one
    • Spots are limited for this private briefing

    By registering you agree to be contacted with joining details for this event. Your details are used to run this event and are held on Uniting Wealth Partners' behalf by TruLata, an independent marketing firm that is not affiliated with Uniting Wealth Partners. Uniting Wealth Partners is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Uniting Wealth Partners and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website www.unitingwealth.com

    Your seat is reserved

    You are on the list as . Kip sends the Microsoft Teams joining link before October 7. Questions go straight to him at Kip.Nichols@unitingwealth.com. Add the date to your calendar so it does not get away from you.

    Add October 7 to my calendar

    Questions before then go straight to Kip at Kip.Nichols@unitingwealth.com.