You know that gut-punch 🥊 feeling— when you thought you did everything right… until the tax bill lands on your desk.
Yeah. That.
That’s the focus of our next Ugly Talk.
The tax traps, audit flags, and overlooked plays that can wreck your runway.
UglyTalk: Get Straight Answers to Your Company’s Most Pressing Tax and Money Questions
📅 June 18, 2025
🕡 6:30 – 8:30 PM EST
📍 The Yard, 106 W 32nd St, 2nd Floor, NYC
🎟️ Free Admission | Registration Required
For the first time in Ugly Talk history, we’ve assembled a powerhouse panel of CPAs, tax strategists, and wealth advisors who’ve helped thousands of founders:
– Slash tax obligations with smarter structures and overlooked deductions
– Avoid audits by doing it right before the IRS comes knocking
– Protect and grow your investment with strategies built for real operators
Who you’ll hear from:
🔥 Rick Hu, CLTC®, RICP® – Award-winning financial planner for high-growth founders
🔥 Tony Hoong, CPA – The CPA Dude: strategic tax assassin, not just a filer
🔥 Calvin Chin – $100M+ RE investor who turned time into wealth
🔥 Kelvern Chen, CFP® – Global finance pro helping founders keep more of what they earn
🎤 Moderator: Ashley Weaver – Ops engine behind Midas Wealth
This is the kind of event that saves founders six figures down the road.
Don’t leave money on the table.
Speakers:Rick Hu, Founder & Private Wealth Advisor: Rick Hu is Founder and CEO of Midas Wealth, a Forbes-recognized, financial planning firm, dedicated to delivering sophisticated, personalized wealth strategies. Based on an award-winning, education-first approach, his team offers tailored solutions for high-net-worth individuals, families, and business owners.
As an internationally renowned public speaker and coach, Rick is a preeminent thought leader in the industry and is a regularly sought-after financial expert for conferences.
Even after almost two decades in financial services and countless accolades, including the #1 Fee Based Planning Advisor and Firm just last year, Rick continues to push the limits of excellence and success.
Tony Hoong, Founder of The CPA Dude: The CPA Dude is a full-service tax strategy firm founded in 2019, dedicated to helping real estate investors and business owners keep more of what they earn. Unlike traditional CPAs who simply file returns, we build comprehensive tax strategies that allow clients to reinvest savings and build lasting wealth. Our team brings elite experience from the IRS, Big Four accounting firms (PwC, Deloitte, KPMG), and major tech companies (Uber, Box, Square, Dropbox, DoorDash). Led by CPAs and Enrolled Agents, we translate complex tax code into simple, actionable strategies. We embrace our COW values—Communication, Ownership, and Working Smarter—while leveraging cutting-edge technology to stay ahead of tax-saving opportunities. We're not just tax preparers; we're your year-round strategic partners in the battle against "Uncle Scam," making us the ultimate tax advisors who deliver value beyond compliance.
Calvin Chin, Principle at Zen Coast Capital: Calvin Chin is a real estate investor and a real estate coach based in the SF Bay Area who is focused on helping people create passive income to create passive impact, so they can give that knowledge back to their community! His mission in life is to create abundance in people, not be focused on being rich but on being wealthy in their time and energy.
Calvin Chin got into real estate to find a path to buy back his time and energy. Over the last 10 years, he was able to go from grinding in a 9–5 corporate job (Sales Tech) to having the financial freedom to be a full-time real estate investor and has built a portfolio of over 1,000 units and over $100M of assets under management.
Kelvern Chen, Certified Financial Planner at Midas Wealth: Kelvern Chen is a seasoned Wealth Management Advisor at Midas Wealth with over 12 years of experience in the financial industry. Holding a Certified Financial Planner (CFP) designation, he specializes in comprehensive planning catered for business owners and high net worth individuals.
Kelvern has honed his expertise through impactful roles at the United Nations Federal Credit Union and TD Ameritrade, where he developed a keen understanding of global finance dynamics and client-centric solutions. Passionate about empowering clients to achieve their financial aspirations, Kelvern is dedicated to delivering tailored strategies that optimize tax efficient wealth building and ensure long-term financial security.
GET STRAIGHT ANSWERS TO YOUR COMPANY’S MOST PRESSING TAX AND MONEY QUESTIONS
Speakers
Rick H.
Founder & Private Wealth Advisor
Tony H.
Founder of The CPA Dude
Calvin C.
Principle at Zen Coast Capital
Kelvern C.
Certified Financial Planner at Midas Wealth
Wed, Jun 18, 06:30 PM - 08:00 PM (EDT)
To be shared on approval (New York)
99 attendees
You know that gut-punch 🥊 feeling— when you thought you did everything right… until the tax bill lands on your desk.
Yeah. That.
That’s the focus of our next Ugly Talk.
The tax traps, audit flags, and overlooked plays that can wreck your runway.
UglyTalk: Get Straight Answers to Your Company’s Most Pressing Tax and Money Questions
📅 June 18, 2025
🕡 6:30 – 8:30 PM EST
📍 The Yard, 106 W 32nd St, 2nd Floor, NYC
🎟️ Free Admission | Registration Required
For the first time in Ugly Talk history, we’ve assembled a powerhouse panel of CPAs, tax strategists, and wealth advisors who’ve helped thousands of founders:
– Slash tax obligations with smarter structures and overlooked deductions
– Avoid audits by doing it right before the IRS comes knocking
– Protect and grow your investment with strategies built for real operators
Who you’ll hear from:
🔥 Rick Hu, CLTC®, RICP® – Award-winning financial planner for high-growth founders
🔥 Tony Hoong, CPA – The CPA Dude: strategic tax assassin, not just a filer
🔥 Calvin Chin – $100M+ RE investor who turned time into wealth
🔥 Kelvern Chen, CFP® – Global finance pro helping founders keep more of what they earn
🎤 Moderator: Ashley Weaver – Ops engine behind Midas Wealth
This is the kind of event that saves founders six figures down the road.
Don’t leave money on the table.
Rick Hu, Founder & Private Wealth Advisor: Rick Hu is Founder and CEO of Midas Wealth, a Forbes-recognized, financial planning firm, dedicated to delivering sophisticated, personalized wealth strategies. Based on an award-winning, education-first approach, his team offers tailored solutions for high-net-worth individuals, families, and business owners.
As an internationally renowned public speaker and coach, Rick is a preeminent thought leader in the industry and is a regularly sought-after financial expert for conferences.
Even after almost two decades in financial services and countless accolades, including the #1 Fee Based Planning Advisor and Firm just last year, Rick continues to push the limits of excellence and success.
Tony Hoong, Founder of The CPA Dude: The CPA Dude is a full-service tax strategy firm founded in 2019, dedicated to helping real estate investors and business owners keep more of what they earn. Unlike traditional CPAs who simply file returns, we build comprehensive tax strategies that allow clients to reinvest savings and build lasting wealth. Our team brings elite experience from the IRS, Big Four accounting firms (PwC, Deloitte, KPMG), and major tech companies (Uber, Box, Square, Dropbox, DoorDash). Led by CPAs and Enrolled Agents, we translate complex tax code into simple, actionable strategies. We embrace our COW values—Communication, Ownership, and Working Smarter—while leveraging cutting-edge technology to stay ahead of tax-saving opportunities. We're not just tax preparers; we're your year-round strategic partners in the battle against "Uncle Scam," making us the ultimate tax advisors who deliver value beyond compliance.
Calvin Chin, Principle at Zen Coast Capital: Calvin Chin is a real estate investor and a real estate coach based in the SF Bay Area who is focused on helping people create passive income to create passive impact, so they can give that knowledge back to their community! His mission in life is to create abundance in people, not be focused on being rich but on being wealthy in their time and energy.
Calvin Chin got into real estate to find a path to buy back his time and energy. Over the last 10 years, he was able to go from grinding in a 9–5 corporate job (Sales Tech) to having the financial freedom to be a full-time real estate investor and has built a portfolio of over 1,000 units and over $100M of assets under management.
Kelvern Chen, Certified Financial Planner at Midas Wealth: Kelvern Chen is a seasoned Wealth Management Advisor at Midas Wealth with over 12 years of experience in the financial industry. Holding a Certified Financial Planner (CFP) designation, he specializes in comprehensive planning catered for business owners and high net worth individuals.
Kelvern has honed his expertise through impactful roles at the United Nations Federal Credit Union and TD Ameritrade, where he developed a keen understanding of global finance dynamics and client-centric solutions. Passionate about empowering clients to achieve their financial aspirations, Kelvern is dedicated to delivering tailored strategies that optimize tax efficient wealth building and ensure long-term financial security.
Host