YOU ARE INVITED
STRATEGYat the Chateau
Year-end tax strategy over dinner
Friday, November 20, 2026 · Château Élan, Braselton
Reserve my seatYear-end tax planning
Plan your 2026 taxes before December 31
Lexus Martinez
Founder and CEO, Leverage & Harvest Financial
Verified by Influential Women
Most tax strategies have to be in place by December 31 to count for this year. Strategy at the Chateau gives you one evening to hear how two of them work, from the firms that run them, while there is still time to act.
It is built for business owners and high-income professionals. You will have dinner, hear two short briefings, meet our partners at the wine reception, and leave with a complimentary tax strategy call booked to see which strategies fit you.
Your host
Lexus started in employee benefits for small businesses, moved into Medicare and commercial insurance, and now leads a tax strategy firm where every strategy has its own specialist team behind it. She hosts the evening and is there to answer your questions.
Two briefings over dinner
The strategies we are reviewing
Presented by
Elk Ridge Investments
Short-Term Rentals
You buy a short-term rental and run it actively. A cost segregation study can move part of the purchase into shorter-lived property, so more of it can be depreciated in the first year.
- How cost segregation and first-year depreciation work
- The rules that matter: average guest stays of seven days or less, and material participation
- How a property is set up, run and structured with Elk Ridge
- What has to be in place by December 31 to count this year
Presented by
VIAM
Energy Credits
You invest in solar energy projects through VIAM. Federal law can provide an investment tax credit, applied against the tax you owe, plus depreciation on the equipment.
- How an energy credit is applied against the tax you owe
- Who can use one, and the passive activity limits that apply
- What the investment and its timing require before December 31
Then, your plan
Every guest can book a complimentary tax strategy call with Leverage & Harvest from the evening. We look at your situation, see which strategies fit, and map out what to do before year-end.
Elk Ridge Investments and VIAM are independent firms. Leverage & Harvest refers clients to them; a referral does not mean either firm endorses any other strategy L&H assists with or refers clients out for. Educational only. Not tax, legal or investment advice. Depreciation benefits generally require material participation. Energy credits are subject to eligibility rules and IRS limits.
Friday, November 20, 2026
The evening
- 3:15 PMPrivate shuttle departs Atlanta
- 4:40 PMArrival, check-in and light bites
- 5:00 PMDinner served during the welcome and the briefings
- 6:15 PMWine reception, sponsor tables and charity silent auction
- 8:15 PMShuttle returns to Atlanta
With our compliments
What guests receive
- A seated dinner
- Two short educational briefings: Short-Term Rentals with Elk Ridge Investments, and Energy Credits with VIAM
- A wine reception
- A gift bag from our partners
- A complimentary tax strategy call, booked from the evening
During the reception
Charity silent auction
A small charity silent auction runs during the reception. Winning bids may be partly tax deductible to the extent your bid exceeds the fair market value of the item. Ask your tax advisor how this applies to you.
Reserve your seat
RSVP
Complimentary for our guests. About 35 seats for the evening, so every guest can talk with our partners.
Can't make it? Start your year-end plan online
Château Élan · Braselton, Georgia