--- title: October 2026 Tax Academy --- [![RWS NavyGold long](https://go.raleighwealthsolutions.com/hubfs/RWS%20NavyGold%20long.png "RWS NavyGold long")](https://raleighwealthsolutions.com/) # We are excited to have you join us for our Ocotber Tax Academy. We look forward to a great opportunity for learning, teaching, and engaging discussion. The first session will begin on Thursday, October 29 at 9:00 AM, and the class will conclude on Friday, October 30 by 1:00 PM. Please scroll down to view the full event itinerary and a list of frequently asked questions. # Address: 117 Edinburgh South Drive, Suite 101, Cary NC 27511 06Days 23Hours 00Minutes 24Seconds ![RTS Gold Logo Black Background](https://go.raleighwealthsolutions.com/hubfs/RTS%20Gold%20Logo%20Black%20Background.png "RTS Gold Logo Black Background") ![The Tax Academy Itinerary](https://go.raleighwealthsolutions.com/hubfs/The%20Tax%20Academy%20Itinerary.png "The Tax Academy Itinerary") ## Frequently asked questions Is food provided? Yes! We’ve got you covered. On Thursday, breakfast, lunch, and dinner are included. On Friday, breakfast and lunch are included. Who is the guest speaker? Our October guest speaker is Alex Samoylovich, Founder and Executive Chairman of Collective Residential (formerly Proper.). Guardian, part of Collective, offers a range of investment opportunities, including valuation discounts, income funds, and Opportunity Zones. Alex’s discussion will focus on PistachioST, an Opportunity Zone investment. Come prepared with your questions and take advantage of this opportunity to learn from his experience! What should I bring? Please bring your preferred note-taking materials, whether a laptop or a notebook. Upon arrival, you will receive a Tax Academy workbook containing all the information we will cover in class, along with space in the margins for your own notes. What is the dress code? Business casual! Just be comfortable and professional. Slacks or skirts with collared shirts or blouses, and dress shoes. No need for a suit or tie. Brian and Mikayla will be slightly more dressed up as instructors, but you don’t need to match their level of formality.  What will the temperature be? Thursday’s forecast calls for a high of 74° and a low of 51°. Friday is similar with a high of 74° and a low of 53°. We are expecting sunshine on both days! How will I get to the class? All attendees should be staying at the Courtyard Marriott, which is a seven minute walk from our office where the class will be held. If you’d prefer not to walk, please let me know and I’d be happy to arrange transportation from the hotel. If you happen to not be staying at the Courtyard Marriot, you will need to arrange your own transportation. [![White Gold RWS logo](https://go.raleighwealthsolutions.com/hs-fs/hubfs/White%20Gold%20RWS%20logo.png?width=200&height=283&name=White%20Gold%20RWS%20logo.png "White Gold RWS logo")](http://raleighwealthsolutions.com) Investment advisory services offered through Raleigh Capital Management Inc. (CRD #149538) (“RCM”), an investment advisor registered with the United States Securities and Exchange Commission. Registration does not imply any level of skill or training. You can obtain a copy of RCM’s Form ADV Part 2A and Form CRS client relationship summary free of charge by visiting https://adviserinfo.sec.gov/firm/summary/149538. RCM offers investment advisory services only where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement and been provided a copy of the firm’s Form ADV Part 2A and Form CRS. Certain associated persons of RCM offer securities as a registered representative of Quincy Wells Capital, LLC, member FINRA/SIPC, and receive additional compensation in connection with the sale of securities and other investment products to clients. Insurance products and services are offered by an affiliate of RCM, Raleigh Wealth Solutions Inc. (“RWS”) and will result in the collection of additional compensation by RWS and/or its associated persons. Clients should consider the conflicts of interest created by the foregoing arrangements before buying or selling any securities, investments, or insurance products. Any guarantees mentioned are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, or early withdrawal fees, which vary by the issuer. They do not refer, in any way to securities or investment advisory products. You should consider the charges, risks, expenses, and investment objectives carefully before entering a contract. This material has been prepared for informational purposes only and should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice. This material is not intended to provide, and should not be relied on for tax, legal, accounting, or other financial advice. RCM and RWS do not provide tax, legal or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. Please contact your RCM advisor if there have been any changes in your financial situation or investment objectives, or if you wish to impose any reasonable restrictions and/or modify any existing restrictions to the management of your accounts. This material may include links to independent, third-party websites that are not affiliated with or controlled by RCM or RWS. When you follow a link to one of these sites neither RCM nor RWS warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these sites, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Any person or entity that relies on any information obtained from these sites does so at his or her own risk.