Join two powerhouse financial leaders — Keval Patel, Vice President of First Citizens Bank, and Malcolm Lewis, Senior Accountant and President of BestWay Tax & Accounting Services — for a comprehensive wealth and tax planning seminar designed to help business owners build, protect, and grow their wealth going into 2026.
This half-day seminar will equip you with actionable financial strategies, insider insights, and bank-level tools to help you navigate new tax laws, maximize profits, and structure your business for sustainable success.
🎯 What You’ll Learn:
✅ Implement tax strategies to maximize wealth
✅ Leverage new tax laws to build and protect assets
✅ Learn how to reposition your business for long-term success
✅ Structure your company to reduce tax exposure
✅ Leverage bank funding to scale and expand your operations
✅ Understand the difference between tax planning vs. tax preparation
👔 Who Should Attend:
- Entrepreneurs and small business owners
- Accountants, consultants, and financial managers
- Real estate professionals
- Contractors, LLC owners, and 1099 workers
- Anyone serious about building and sustaining generational wealth
🎙️ Featured Speakers:
🔹 Keval Patel
Vice President, First Citizens Bank
Keval brings years of banking and business funding expertise, helping business owners understand how to leverage commercial financing and banking relationships for expansion and sustainability.
🔹 Malcolm Lewis, Senior Accountant
President, BestWay Tax & Accounting Services
As a trusted accountant and financial strategist, Malcolm has helped hundreds of entrepreneurs legally minimize taxes, build wealth structures, and align business and personal finances with purpose.
💰 Investment:
$69 per person
🎟️ Limited Seating — Reserve Early!
Includes seminar materials, refreshments, and networking access.
🤝 Why You Should Attend:
- Discover new IRS-compliant strategies before tax season hits
- Learn how to align your tax plan with your business growth goals
- Gain access to experts who understand both banking and tax
- Network with other high-achieving entrepreneurs in Metro Atlanta
📸 Event Highlights Include:
- Live Q&A session
- Business networking opportunity
- Tax and wealth planning toolkit
