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April 18, 2025 - Colby Schlicker

Building Wealth Through Tax Strategies scheduled for 5/7 at Oregon Wine Reserve

Building Wealth Through Tax Strategies scheduled for 5/7 at Oregon Wine Reserve

Dive deep into essential topics like cost segregation, tax codes, qualified plans, sheltered funds, real estate tax mitigation, and much more.

Join Us for "Building Wealth Through Tax Strategies"

Unlock the secrets to maximizing your wealth at our upcoming event!

Dive deep into essential topics like cost segregation, tax codes, qualified plans, sheltered funds, real estate tax mitigation, and much more. Whether you're a seasoned investor or just starting out, our expert speakers will provide invaluable insights to help you navigate the complexities of tax strategies and build a prosperous future.

Date: May 7th
Time: 4:00 / Program begins at 4:30
Location: Oregon Wine Reserve, 600 N State St, Lake Oswego, OR 97034
Speakers:

  • Scott Baraehr - Lewis Group CPAs (Tax)
  • Mark Grubbs - WestPac Partners (Wealth Management)

Don't miss this opportunity to enhance your financial knowledge and take control of your wealth-building journey.

Reserve your spot today!
RSVP

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Lewis & Clark Bank Event Recap: Building Wealth Through Tax Strategies

On May 7th, 24 attendees gathered at the Oregon Wine Reserve in Lake Oswego for an enlightening presentation on "Building Wealth Through Tax Strategies." Scott Bargaehr and Mark Grubbs shared advanced tax mitigation techniques and strategic financial planning insights. The event emphasized proactive tax planning and leveraging advisory teams for optimal wealth management. Attendees engaged in a lively Q&A session, exploring various tax strategies and current IRS conditions

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Building Wealth Through Tax Strategies scheduled for 5/7 at Oregon Wine Reserve

Dive deep into essential topics like cost segregation, tax codes, qualified plans, sheltered funds, real estate tax mitigation, and much more.

Read more...

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