Carry Events π
Sign up for our live workshops. By reserving a free seat, you’ll also be sent a replay after the event in case you’re unable to make it live.
Get updates on all upcoming Carry events.
December 6, 2023
11:00am PST | 2:00pm EST
How to Pay Less in Taxes in 2023 (For Business Owners)
A free, live workshop specifically for business owners, side hustlers, freelancers, creators, and self-employed individuals on key strategies you can use to pay less in taxes in 2023
As the end of the year approaches, there’s not much time left to take action on a few critical tax optimization strategies that could save you thousands, or even tens of thousands, of dollars come tax season next year.
This workshop outlines a step-by-step plan to reduce your tax bill for this year, and what actions you must take before December 31 2023.
Replays will be sent out to anyone who registers so save your seat even if you can’t attend live.
December 7, 2023
6:00pm PST | 9:00pm EST
Tax Saving Strategies for Expats + Digital Nomads
If you’re an entrepreneur or side-hustler currently living abroad (or considering it) and feeling overwhelmed navigating the US tax system, this workshop is for you!
We’ll break down some key tax-saving strategies all expats should know about (and what questions you should be asking your accountant).
Here’s what we’ll cover:
- How taxes work as an expat (and the biggest mistakes people make)
- Tax-saving strategies (and why so many people end up paying more than they likely need to)
- How your business structure could be costing you more in taxes (and what to consider instead)
- And more!
Replays will be sent out to anyone who registers so save your seat even if you can’t attend live.
December 8, 2023
12:00pm PST | 3:00pm EST
Carry Self-Directed IRA Launch + Demo
Join the team who has been working hard building self-directed IRA’s on Carry (Yash Desai + Alejandro Roman) as we walk through:
- What a self-directed IRA is and the benefits
- The different types of alternative investments supported – crypto, real estate, startups
- How to create a self-directed IRA on Carry
- Traditional vs Roth IRA
- Live demo of the Carry Self-Directed IRA product!
Replays will be sent out to anyone who registers so save your seat even if you can’t attend live.
December 10, 2023
12:00pm PST | 3:00pm EST
Personal Finance & Taxes For US Visa Holders & Immigrants
Join us for a special live workshop for US Visa holders and immigrants on personal finance and tax strategies you can implement while in the US.
- Maximize Savings: Uncover tax optimization tactics to potentially save thousands before the year ends.
- Get an Action Plan: Receive a clear, step-by-step guide on what to do before December 31, 2023 and the things to ask your CPA.
- LIVE Q&A: Get your questions answered or hear from others.
- Free PDF Ebook: Get all the important information from the workshop in a handy PDF guide.
- Replay: If you canβt make it live, register to get the replay and watch it at your convenience. Everyone who signs up will also receive the complimentary PDF guide.
December 11, 2023
2:30am PST | 5:30pm EST
How to Pay Less in Taxes in 2023 (For Physicians)
Back by popular demand. A free, live workshop specifically for physicians on key strategies you can use to pay less in taxes in 2023.
As the end of the year approaches, thereβs not much time left to take action on a few critical tax optimization strategies that could save you thousands, or even tens of thousands, of dollars come tax season next year.
Physicians have many tax write offs and deferral opportunities that aren’t available with just a W-2 income. This workshop outlines a step-by-step plan to reduce your tax bill for this year, and what actions you must take before December 31 2023
Replays will be sent out to anyone who registers so save your seat even if you can’t attend live.
December 14 & 27, 2023
11:00am PST | 2:00pm EST
QUICKSTART: Overview of Carry Platform + Demo
Whether you’re thinking about joining Carry or just curious to learn what we’re all about, this workshop is tailored just for you!
Join us as we dive into all the ways Carry can simplify your financial journey and streamline tax processes.
Here’s what we’ll cover:
- A step-by-step guide on setting up your Carry account, with insights into the diverse account options available
- Unlocking the full potential of your account through features such as our financial advisor, robo-advisor, and seamless auto-contribution setup
- How to do complex tax-saving strategies (like a Mega Backdoor Roth) in clicks
- And much more!
Replays will be sent out to anyone who registers so save your seat even if you can’t attend live.
We’ll be running this workshop twice. Choose the date that works best for you.
December 14, 2023
December 27, 2023