Financial Well-Being Network
Why Real Estate Investors Need an LLC – Total Wealth Academy Class Recording
This exclusive Total Wealth Academy class, taught live during our investor training series, breaks down the real reasons every real estate investor should operate through an LLC. In this session, you’ll learn how the right entity structure protects your assets, reduces your tax burden, and sets you up for long‑term wealth. We cover major investor pitfalls, liability risks, tax strategies created by the Tax Cuts and Jobs Act, and how to properly structure multiple companies for maximum protection. If you're investing in rentals, flips, or long‑term holds, this training will show you why an LLC isn’t optional — it’s essential. Watch the full class video below and start protecting what you're building.
The Legal Tax Strategies Saving Texas High Earners ($100k+) Thousands Every Year That Most CPAs Never Mention
Live on March 3, 2026 at 12:00 PM CST and 7:00 PM CST
Events & Conferences
We believe staying informed and connected is essential to delivering high-quality tax advisory services. Throughout the year, our team participates in national tax, finance, and business development events. These gatherings allow us to stay up-to-date with regulatory changes, expand our professional expertise, and strengthen the relationships that support our clients’ success.
Upcoming Events
We’ll be joining professionals, financial experts, and policymakers to discuss current tax law updates, compliance requirements, and advanced planning strategies. These events help us bring the newest insights directly to our clients.
Financial Well-Being Network
Learn how proactive tax planning helps you earn
- Wealthy Mastery Class - Embasy Suites 11730 Freeway Houston
- April 18th, 2026 at 08:00 AM - 04:00 PM
Financial Well-Being Network
Take Control of Your Taxes With Intelligent Tools and Expert Guidance
Save Time, Reduce Errors, and Maximize Tax Deductions. Tax filing does not have to be complicated or stressful with the right framework.
- Webinar
- Live on April 28 & 29, 2026 at 12:00 PM CST and 12:00 PM CST
Recent and Notable Participation
Financial Well-Being Network
The Legal Tax Strategies Saving Texas High Earners ($100k+) Thousands Every Year That Most CPAs Never Mention
Exclusive Masterclass with the Senior Tax Advisor at Financial Well Being Network Discover How LLC Owners & Salaried Professionals Are Keeping More of Their Hard Earned Money.
- Webinar
- Live on March 3, 2026 at 12:00 PM CST and 7:00 PM CST
Total Wealth Academy
Stop Overpaying the IRS — Learn Smarter Tax & Asset Strategies
- How recent tax law changes can significantly enhance LLC tax savings
- How LLC payroll structures create tax‑free investing opportunities
- Strategies for liability protection and asset preservation
- Why not using an LLC means more of your money is lost to federal taxes
- Total Wealth Academy
- February 17th 6:30pm to 8:30pm
Total Wealth Academy
Total Wealth Academy Vendor Meet & Greet Houston
- 11451 Katy Freeway, Suite 650, Houston, TX 77079
- Jan 27th 2026 6:30pm to 8:30pm
Total Wealth Academy
Spotlight Night in DFW
Stop Overpaying the IRS: Unlock Smarter Tax Strategies
- 400 E Las Colinas Blvd, Suite 950, Irving, TX 75039
- Thursday, Dec 4 · 6:00 PM CST
Total Wealth Academy
Passive/Active Real Estate Investing Meetup in Woodlands.
December 1st, 2025 | 6:30 PM CST
- Julio’s Mexican Grill 544 Sawdust Road, · The Woodlands, TX
- Monday, Dec 1 · 6:30 PM to 8:30 PM CST
Total Wealth Academy
Radio Show with Steve Davis
Year-End Tax Planning
- Date: Monday, November 10th 2025
- Time: 12:00pm - 1:00pm
Total Wealth Academy
Fall EXPO 2025 Celebrating Kenya
Build a Second Stream of Income with Commercial Real Estate
- Date: Saturday, October 4th 2025
- Time: 8:00am - 3:00pm
- Location: 11451 Katy Freeway, Suite 650, Houston, TX 77079