*Join live for 1 CPE credit!
Following our February webinar, PE Valuations, Structure, and Trade-Offs, we received an overwhelming number of thoughtful questions, so we’re bringing Bob and Doug Lewis of The Visionary Group back for a full-hour Ask Me Anything session.
This time, the agenda is entirely driven by you. We’ll go deeper into:
Bring your toughest questions, and leave with clearer insight into what PE could mean for your firm, your team, and your long-term strategy.
Stop tech overload and streamline your tax workflow with connected, end‑to‑end solutions Highlights Reckless software adoption can lead to efficiency...
When a taxpayer dies with unresolved IRS issues—unpaid taxes, disputed levies, or unrefunded overpayments—the family often assumes that whoever inherits...
Key takeaways You only pay tax on the profits earned from investments sold. Make sure to deduct any commissions and...
SCOTUS strikes down tariffs in new ruling Highlights Supreme Court ruled IEEPA does not authorize presidential tariff imposition on imports....
What happens when no taxes are withheld — and how estimated taxes prevent a good year from being ruined with...
On Friday, February 20, 2026, the Supreme Court ruled against President Trump’s use of the International Emergency Economic Powers Act...
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