Two Meetings for Managed Corporate Program

If you're part of my Managed Corporate Program, expect a calendar invite soon for a review of your structures for 2025. The meeting will be scheduled for 30 minutes, but it may take as little as 5 minutes or run over the allotted time. If more time is needed, we’ll arrange a follow-up meeting.

I'll also be setting up a second meeting six weeks before your OpCo corporate year-end, which gives us time to optimize your year-end.