Tax & Finance - Lunch & Learn In Austin TX

Tax & Finance - Lunch & Learn In Austin TX


Location

305 W Liberty Ave 2nd Floor, Round Rock, TX 78664

Date & Time

Sat, May 16, 09:00 AM - Sat, May 16, 03:00 PM

FREE REGISTRATION


Free Event · Breakfast & Lunch Included

Austin, Texas · Saturday, May 16, 2026 · 9:00 AM – 3:00 PM

Lunch & Learn to Reduce Taxes & Build Wealth

Join Deepak Sharma, EA, MSTP for a 6-hour power-packed session where we break down real-world strategies that actually work — no fluff.

Built for people who want to stop overpaying in taxes, invest smarter, and create a stronger financial future.

This is not a sales seminar. It is a strategy day.

Bring your tax, rental, stock market, retirement, or business questions. You will leave with practical ideas you can discuss with your tax and financial team — not vague motivation.

Max capacity: 120. Please register early so we can plan breakfast and lunch.

Event Details

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Date: Saturday, May 16, 2026
Time: 9:00 AM – 3:00 PM
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Location: Centro, Downtown Round Rock / Austin Area
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Included: Breakfast, Lunch & Parking
Why Attend

Problems This Seminar Helps You Solve

A practical session focused on the areas where families, investors, and business owners commonly lose money.

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Paying Too Much in Taxes?

Learn legal tax-reduction strategies beyond basic deductions.

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Losing Money in Rental Real Estate?

Understand cash flow, depreciation, entity structure, and market selection.

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Struggling in the Stock Market?

Learn how to think about sectors, risk, taxes, and portfolio construction.

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Worried About Retirement?

Explore ways to build income, reduce risk, and structure long-term wealth.

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Starting a Business?

Learn how entity choice, bookkeeping, taxes, and planning work together.

What You’ll Learn

Real Strategies. Clear Next Steps.

The goal is simple: leave with a better financial lens and a practical action plan.

Tax Strategy

  • Entity structures and planning opportunities
  • Retirement-account strategies
  • Real estate tax tools and depreciation

Real Estate

  • Evaluate rental profitability
  • Markets to watch and avoid
  • Tax-smart ownership structures

Stock Market

  • Sector positioning and risk control
  • Tax-efficient investing principles
  • Build conviction without gambling

Retirement Income

  • Planning beyond the basic 401(k)
  • Income, protection, and compounding
  • Reduce taxes during accumulation

Business Structure

  • LLC vs. S-Corp vs. other structures
  • Bookkeeping and compliance basics
  • Avoid costly startup mistakes

Wealth Blueprint

  • Connect taxes, investing, and structure
  • Find leaks in your current setup
  • Identify next 90-day moves
Register Now

Reserve Your Free Seat Before It Fills

This event is free, but registration is required so we can plan seating, breakfast, and lunch. Register yourself and your guests today.

 

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