Workshop Series

Our Virtual Workshops are based on various topics from business startup, taxes, finances as well as Question and Answer Sessions! Some Workshops are free for a specific number of people and once capacity is reached, there is a small investment to attend. Replays require an investment.

Workshops (Replays Available for Past Workshops)

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Webinars

  • Free

2025 End of Year Preparation: Tax Season Readiness!

  • Webinar
  • Dec 18, 2025 at 7:00 PM CST

**FREE SPOTS ARE REOPENED*** Get ready to end 2025 off the right way in preparation for 2026 so that you are not surprised by the things you didn't know or overlooked. You will also be able to get your questions answered during the Q&A session. Please come with pen and paper and be ready to take good notes!

  • Free

Understanding Small Business Taxes

  • Webinar
  • Dec 17, 2025 at 7:00 PM CST

🌟 FREE GENERAL ADMISSION (Valued at $525) Perfect for clinicians who want to learn the fundamentals without spending a dime. Free Access Includes: āœ” Full Access to the Live Training (valued at $525) āœ” Presentation Outline āœ” Access to the Private Facebook Community (priceless) Cost: $0 — yes, completely free. This is your opportunity to finally understand taxes in a clear, simple, therapist-friendly way.

Includes 1 Additional Product

  • $25

2025 End of Year Planning Zoom Recording!

  • Webinar
  • Dec 18, 2025 at 7:00 PM CST

This is to gain 30-day access to the Zoom Recording!

  • $25

Replay: S-Corp Masterclass!

  • Webinar
  • Nov 21, 2024 at 7:00 PM CST

In this S-Corp Masterclass, you will learn what a S-Corp is, should you become a S-Corp in 2025, and steps to take to become a S-Corp in 2025! 30 Day Access!

  • $27

Can I Write That Off? šŸ¤” Masterclass (Recording Only)

  • Webinar
  • May 15, 2025 at 7:30 PM CDT

*This is a Recording of the Live Masterclass* Learn How to Maximize Your Tax Deductions — LEGALLY! Details of the Recording: Strategic Tax-Saving Tips Real-Life Examples Q&A Session Who Should Attend: Business Owners Coaches, Consultants, Service Providers Entrepreneurs who want to save more money on taxes Recording available for 30 days.

  • $97 or 2 monthly payments of $50

Understanding Small Business Taxes (VIP)

  • Webinar
  • Dec 17, 2025 at 7:00 PM CST
  • Includes 2 additional products

šŸ’Ž VIP EXPERIENCE — Only $97 (Total Value: $900+) For clinicians who want deeper support, personalized guidance, and long-term access. VIP Upgrade Includes: šŸ”„ 100+ Tax Deductions Guide — $9 value šŸ”„ Business Finance Tracker — $37 value šŸ”„ Extended Live Q&A Time on Zoom — $350 value šŸ”„ 90-Day Access to the Webinar Recording — $99 value šŸ”„ VIP Zoom Backgrounds 🌟 Total Value: over $900 🌟 Your Price Today: ONLY $97

Lunch and Learn: Managing Business Finances!

Learn how to properly manage your business finances so that you know what to pay in taxes, make important business decisions and how to have an accurately filed tax return. You will be able to ask your questions during the Q&A sessions (Live Session Only).

Private Practice Workshops

  • 2/12: Learn the difference between a DBA, LLC, PLLC, and S-Corp
  • 2/15: Learn about quarterly tax payments, when to pay taxes, and Business tax filings
  • 2/18: Learn the best ways to manage your business finances and why you should begin managing your business finances now!