How Business Owners Legally Reduce Their Taxes
A Private In-Person Workshop at The Yards in Ponte Vedra Beach, FL
June 9, 2026 ● 9:30 AM to 5:00 PM
Join us for an in-depth workshop on proactive tax strategy, wealth preservation, and the proven approaches most CPAs never explain.
$500M+
In taxes legally saved for business owners and investors
"The strategies we teach aren't loopholes. They're the tax code working exactly as intended — for people who know how to use it."
Your Hosts
Danielle Michel
CPA, entrepreneur, and Founder of Oro Tax Advisors. Danielle specializes in strategic tax planning for high-income entrepreneurs and business owners, with a focus on helping clients create long-term wealth through proactive advisory and education.
Founder & CPA, Oro Tax Advisors
Jason Lafser
CPA and Partner at Oro Tax Advisors with over 20 years of experience helping business owners and investors implement proactive tax strategies to build and preserve wealth. Recognized as a Forbes Best-in-State CPA.
CPA & Partner, Oro Tax Advisors
Your Day,
Hour by Hour
Every hour of June 9th is designed to deliver value from the first handshake to the final toast.
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9:30 – 10:00 AM
Arrival & Wealth Walk
Check in, grab your badge, and join the morning Wealth Walk. Move, connect, and set the tone for the day alongside fellow business owners.
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10:00 AM – 12:00 PM
Morning Session: Tax Strategy Deep Dive
Jason and Danielle open the workshop with the foundational proactive tax strategies that actually move the needle entity structure, depreciation, wealth vehicles, and more.
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12:00 – 1:00 PM
Lunch Break
Catered lunch included. Connect with fellow attendees, ask informal questions, and recharge for the afternoon ahead.
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1:00 – 4:00 PM
Afternoon Session: Wealth Preservation & Live Q&A
Wealth preservation frameworks, real-world case studies, retirement vehicles, and real estate strategies — followed by an open Q&A with Jason and Danielle.
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4:00 – 5:00 PM
Happy Hour + Closing Networking
Wind down with drinks, follow-up conversations, and new connections. The best ideas of the day often happen here.
$500M+
In taxes legally saved
20+
Years combined CPA experienced
1 DAY
that changes your financial future
Proactive tax strategy. Wealth preservation. Real answers. One day.
June 9 · The Yards | $97 · You + a Guest Seats are limited.