Media / Webinars

Working sessions, not lectures.

Live sessions on tax strategy, fractional CFO, and the structural decisions operators are wrestling with right now. Plus recaps of the ones you missed.

Upcoming

What's next on the calendar

Live session

QSBS stacking, the right way — without inviting an IRS letter

Walk through Section 1202 in plain English — qualification traps, gifting strategies, trusts, and the structures the partners use to multiply the exclusion legally.

When: Friday, May 22, 2026; 10:00 PM UTC · 60 min
Who: Tosin Omotayo, CPA

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Past sessions

The ones you missed

February 12, 2026 Tosin Omotayo, CPA, Rachana Shah, CPA

The R&D credit after §174 — what to file, what to defer

A working-session breakdown of the post-2022 §174 amortization landscape and the R&D credit calculations that survived the rewrite. Built for founders, controllers, and CFOs of bootstrapped and venture-backed companies.

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