What You’ll Learn to Protect and Grow Your Business in 2026
Discover what’s really inside the One Big Beautiful Tax Bill — and how proactive business owners are using it to legally reduce their taxes before the 2026 sunset.
How to Stay Profitable When Everything Around You Is Changing
AI and automation are transforming deductions, labor costs, and valuations.
You’ll learn how to adapt your operations and tax strategy now — before those shifts cut into your margins.
The Smart Business Owner’s Playbook for the New Economy
Rising interest rates, inflation, and a $35 trillion national debt are creating silent traps for business owners.
We’ll show you how to design a structure that protects your wealth and keeps you resilient through uncertainty.
If You’re Not Planning for What’s Coming, You’re Planning to Pay for It
Entity design, insurance, and tax strategy must now work together — or you’ll pay more in taxes and lose leverage. Learn how the ultra-wealthy are using this same integrated approach to preserve wealth and expand it.
Live Q&A: Ask your specific questions and get real answers real EXPERTS
Limited spaces available. This event is for business owners who want to stay ahead of the new tax rules and protect their profits.
When the economy changes, most advisors specialize deeper.

A nationally respected tax strategist with over two decades of experience helping business owners and high-net-worth individuals use the tax code to protect and multiply wealth. Laura is known for translating complex legislation into clear, actionable strategy — not theory.

An entrepreneur and M&A expert who helps business owners position, scale, and sell their companies for maximum value. Lee brings a sharp perspective on how economic shifts and AI disruption are rewriting the rules of exit strategy.

Charles helps business owners turn insurance from a cost center into a strategic shield — integrating coverage, deductibility, and asset protection. Known for his authentic, educational approach, he bridges insurance with real financial strategy.

Stanton Geller and the team at Culp Elliott & Carpenter have spent decades advising entrepreneurs, business owners and high-net-worth families on complex tax, trust, succession and asset-protection strategies.
Connect the dots between tax law, risk management, and long-term value creation
Avoid the hidden traps business owners are walking into before 2026
Build a business structure resilient enough to weather what’s next
Take back control — before the rules change.
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