Upcoming Events
Smart Business Dealmakers Conference
September 17th at Westwood Country Club
We're excited to announce that Thomas Seneca will be speaking at the DC Capital Region Smart Business Dealmakers Conference on September 17 at Westwood Country Club. At 1:30 PM Thomas will lead a panel discussion on liquidity events, where experts will share practical insights to help business owners prepare for what comes next.
This premier conference brings together middle-market CEOs, investors, lenders, and M&A advisors for a day of insights on capital raising, business acquisitions, alternative investments, and the evolving dealmaking landscape. Register through our exclusive link and use code TMWEALTH250 to receive $250 off your conference registration.
LIVE WEBINAR
Maximizing Your Tax Benefits:
Expert Strategies for Year's End
November 11th | 12 - 12:30 PM
Before you close the books on 2026, make sure you haven't left potential tax savings on the table. Our upcoming webinar will explore year-end strategies to help you make informed decisions, maximize available tax benefits, and enter 2027 with a plan.
