
Venwise Round Tables
Building Wealth with Adam Katz: Optimizing taxes + Options Options Options
- 55:53
- November 1st 2025
Whether it’s related to considering your current comp mix or growing your existing wealth, on the top of many minds is: how do I set myself up to reduce tax liability and increase wealth creation?
In this session, Adam will focus on answering your questions on how and when to pull triggers and different decision trees to consider that will lead to a more confident tax day.
Venwise Round Tables
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