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Schedule C / 1099 organizer walkthrough
Educational walkthrough to organize self-employment income and expense folders before you meet a CPA. Not a tax filing service and not legal advice. Zoom or Mia
Intro ETF literacy — small group (Midtown)
90-minute educational session on index ETFs, expense ratios, and brokerage account hygiene. Not investment advice and not a solicitation. Six seats per cohort;