Building Wealth with Adam Katz: Optimizing taxes + Options Options Options artwork
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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