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Carry Events πŸ—“

Sign up for our live workshops. By reserving a free seat, you’ll also be sent a replay after the event in case you’re unable to make it live.

Get updates on all upcoming Carry events

July 26, 2023

11:00am PST | 2:00pm EST

Personal Finance 201

An advanced follow up to the Personal Finance 101 workshop that goes into more advanced topics and strategies including:

  • Trusts and Estate Planning
  • Optimizing Your Retirement Accounts
  • Real estate
  • Insurance
  • Alternative investing – startups, venture & private equity, portfolio diversification

This workshop is specifically targeted at people earning $100,000 but some strategies are applicable to everyone.

P.S. Looking for the Personal Finance 101 workshop? You can find that here.

Ankur Nagpal
Jess Catorc

🎀 Hosts

Ankur Nagpal, Founder of Carry

Jess Catorc, Founder of Carry

πŸ“† When

July 26th, 2023 at 11am PDT | 2pm EST

πŸ“Ί Who it’s for

This workshop is specifically for people earning $100,000+ but anyone interested in learning advanced personal finance strategies is welcome to attend.


August 23, 2023

11:00am PST | 2:00pm EST

Optimizing Charitable Contributions for Taxes

Giving money to charity can save you lots on taxes while doing social good!

But being strategic about how you give money can make a huge difference. Advanced workshop covering Donor Advised Funds, Charitable Remainder Trusts and more.

Join us for this special session with guest speakers, Mani Mahadevan, founder of Valur, and Stephen Kump, founder of Charityvest, to learn advanced wealth building and tax saving strategies.

Quick agenda:

  • An inside look at advanced tax savings strategies used by the super wealthy and how to copy them.
  • How and why to donate appreciate stock to charity.
  • What is a Donor Advised Fund (DAF) and how can it help reduce your taxes?
  • How to reduce estate taxes and capital gains tax
  • What is a Charitable Remainder Trust and who should consider making one?
  • How to give to charitable causes you care about in addition to creating more wealth for yourself and your family at the same time.
  • Q&A from the audience

Sign up for the workshop even if you’re unable to make it live. We’ll send out a replay to everyone who joins.

Ankur Nagpal
Jess Catorc
Mani Mahadevan
Stephen Kump

🎀 Hosts

Ankur Nagpal, Founder of Carry

Jess Catorc, Founder of Carry
Mani Mahadevan, Founder of Valur
Stephen Kump, Founder of Charityvest

πŸ“† When

August 23, 2023 at 11am PDT | 2pm EST

πŸ“Ί Who it’s for

Working professionals and high net worth individuals wanting to learn advanced wealth building and tax savings strategies.

πŸ“ Follow on social

Twitter / Instagram / LinkedIn

August 9, 2023

11:00am PST | 2:00pm EST

Personal Finance 101 for Startup Founders

Join me for a free, live workshop on Personal Finance 101 for Startup Founders. This workshop is a formalized version of the education I’ve been sharing with all my founder friends and covers the big picture of what I believe every startup founder should know about optimizing their finances. It’s entirely free and I’ll also send a replay to everyone that joins.

Quick agenda:

  • QSBS and why it’s important.
  • How much you should pay yourself as a startup founder.
  • How you should think about diversification and retirement accounts as a founder.
  • What parts of generic personal finance advice is applicable to you.
Ankur Nagpal
Jess Catorc

🎀 Hosts

Ankur Nagpal, Founder of Carry

Jess Catorc, Founder of Carry

πŸ“† When

August 9, 2023 at 11am PDT | 2pm EST

πŸ“Ί Who it’s for

Startup founders and aspiring founders.

πŸ“ Follow on social

Twitter / Instagram / LinkedIn

June 29, 2023

11:00am PST | 2:00pm EST

Revolutionizing Your Tax Strategy with Solar Investments

Investing in commercial solar projects can be the single biggest tax mitigation strategy for high income earners and business owners.

A single $1M project can spit off ~$700-800K in tax savings (via tax credits + depreciation) while also building in an income stream.

And that’s without adding debt and making it fancier.

If you can’t make it live, sign up and we’ll send out the replay to everyone on the list.

Join us for this free 1-hour workshop to talk about:

  • How tax credits work with commercial solar projects
  • How to evaluate and find projects
  • How to hit 100 hours a year to qualify as an active investor
  • Q&A with Mani Mahadevan, founder of Valur – a startup that helps with tax mitigation and works with lots of people on solar tax credits
Ankur Nagpal
Jess Catorc
Mani Mahadevan

🎀 Hosts

Mani Mahadevan, Founder of Valur

Ankur Nagpal, Founder of Carry

Jess Catorc, Founder of Carry

πŸ“† When

June 29th, 2023 at 11am PDT | 2pm EST

πŸ“Ί Who it’s for

Business owners and highly compensated W-2 employees.

August 17, 2023

11:00am PST | 2:00pm EST

Personal Finance 101 for Immigrants

How does money work in America?

What are the best ways to build wealth?

Join me for a free, live workshop on Personal Finance 101 for Immigrants. I’ll teach you everything I learned immigrating to the US to go to school, build my first company, and eventually get my green card.

This workshop is a formalized version of the education I’ve been sharing with all my immigrant friends and covers the big picture of what I believe every working immigrant should know about optimizing their finances and building wealth in the US.

It’s entirely free and I’ll also send a replay to everyone that joins.

Ankur Nagpal
Jess Catorc

🎀 Hosts

Ankur Nagpal, Founder of Carry

Jess Catorc, Founder of Carry

πŸ“† When

August 17th, 2023 at 11am PDT | 2pm EST

πŸ“Ί Who it’s for

Immigrants who have moved or planning to move to the US.

July 18, 2023

11:00am PST | 2:00pm EST

Taxes and Bookkeeping for Solopreneurs and Small Business Owners

Owning and operating a small business is the best tax deal in America.

Join Mitchell Baldridge (Twitter celebrity CPA and owner of Better Bookkeeping) and Ankur Nagpal (founder of Carry) and learn the top strategies to optimize your taxes as a business owner.

We’ll cover:

  • Bookkeeping best practices and strategies as a SMB owner / solopreneur
  • How to deal with expenses as a business owner and qualify for as many deductions as possible
  • Business owner benefits! How to fund benefits as a business owner and which ones are the most valuable
  • Tax filings and recommendations

We’ll also send a replay to everyone who signs up for the live workshop.

Ankur Nagpal
Mitchell Baldridge

🎀 Hosts

Mitchell Baldridge, CPA

Ankur Nagpal, Founder of Carry

πŸ“† When

July 18th, 2023 at 11am PDT | 2pm EST

πŸ“Ί Who it’s for

Business owners, freelancers, and self-employed individuals.

July 25, 2023

11:00am PST | 2:00pm EST

Personal Finance 101 for Professionals

Join me for a free, live workshop on Personal Finance 101 for Professionals. This workshop is a formalized version of the education I’ve been sharing with all my friends and covers the big picture of what I believe every working professional should know about optimizing their finances. It’s entirely free and I’ll also send a replay to everyone that joins.

Quick agenda:

  • Introduction – Why the Psychology of Money Matters
  • Credit and Debt – The First Step of the Pyramid
  • Spending and Saving – 50/30/20
  • Why Investing is Simple but Hard
  • Retirement & Tax-Advantaged Accounts
  • Why Everyone Should Own a Business
  • Automating it All Together
Ankur Nagpal
Jess Catorc

🎀 Hosts

Ankur Nagpal, Founder of Carry

Jess Catorc, Founder of Carry

πŸ“† When

July 25th, 2023 at 11am PDT | 2pm EST

πŸ“Ί Who it’s for

Anyone who is a working professional and earning money.

July 27, 2023

11:00am PST | 2:00pm EST

US Visas for International Business Owners

Learn how to set up your own US business without having legal status in the US. Discover the process of applying for a visa from the entity you established, and find out how to prove credibility and extraordinary ability in your field. Plus, learn how to convert your visa into a green card if you plan to become a permanent resident. Don’t miss this informative session to kickstart your entrepreneurial journey in the US!

In this session, you’ll learn:

  • How anyone can start a business in the US
  • How you can use the business you create to sponsor your own visa
  • Spending and Saving – 50/30/20
  • Why the O-1 visa is the best visa for entrepreneurs
  • How to successfully qualify for the O-1 visa
  • How to freelance for multiple companies on an O-1
  • and a lot more!
Ankur Nagpal
Logan Ullyott

🎀 Hosts

Ankur Nagpal, Founder of Carry

Logan Ullyott, Founder of On A Passport

πŸ“† When

July 27th, 2023 at 11am PDT | 2pm EST

πŸ“Ί Who it’s for

International business owners and founders who want to obtain a US visa.

December 22, 2023

11:00am PST | 2:00pm EST

Optimizing Charitable Contributions for Taxes

Giving money to charity can save you lots on taxes while doing social good!

But being strategic about how you give money can make a huge difference. Advanced workshop covering Donor Advised Funds, Charitable Remainder Trusts and more.

Join us for this special session with guest speakers, Mani Mahadevan, founder of Valur, and Stephen Kump, founder of Charityvest, to learn advanced wealth building and tax saving strategies.

Quick agenda:

  • An inside look at advanced tax savings strategies used by the super wealthy and how to copy them.
  • How and why to donate appreciate stock to charity.
  • What is a Donor Advised Fund (DAF) and how can it help reduce your taxes?
  • How to reduce estate taxes and capital gains tax
  • What is a Charitable Remainder Trust and who should consider making one?
  • How to give to charitable causes you care about in addition to creating more wealth for yourself and your family at the same time.
  • Q&A from the audience

Sign up for the workshop even if you’re unable to make it live. We’ll send out a replay to everyone who joins.

Ankur Nagpal
Jess Catorc
Mani Mahadevan
Stephen Kump

🎀 Hosts

Ankur Nagpal, Founder of Carry

Jess Catorc, Founder of Carry
Mani Mahadevan, Founder of Valur
Stephen Kump, Founder of Charityvest

πŸ“† When

Dec 22, 2023 at 11am PDT | 2pm EST

πŸ“Ί Who it’s for

Working professionals and high net worth individuals wanting to learn advanced wealth building and tax savings strategies.

πŸ“ Follow on social

Twitter / Instagram / LinkedIn

October 6, 2023

11:00am PST | 2:00pm EST

Personal Finance 101 for Young Professionals

SECURE YOUR BAG by attending Personal Finance 101 for Young Professionals.

Hey there! It’s Jaiya from Carry (we’re hosting the NY Tech week event you signed up for). After speaking with a few of you, it was interesting to see that there’s a ton of people curious to dig deeper into personal finance tips (especially for us Gen Z).

Let’s get real, Google is probably sick of us asking “how much should I be saving before 30 so I can retire early” or “what are ways that I can realistically become a millionaire without gambling everything on crypto or NFTs”?

So we thought why not make it easy and create a dedicated session to dig into all of these topics with you! Totally free and we’ll host it virtually before NY Tech week.

If you’re interested, sign up to reserve a free seat below (we’ll also send a replay but you’ll need to register to get it).

(Specific workshop agenda TBD)

Jaiya Gill
Jess Catorc

🎀 Hosts

Jaiya Gill, Founder of Carry

Jess Catorc, Founder of Carry

πŸ“† When

Oct. 6, 2023 at 11am PDT | 2pm EST

πŸ“Ί Who it’s for

Young professionals

πŸ“ Follow on social

Twitter / Instagram / LinkedIn

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