Accredited Investors Only
Managing and growing your wealth comes with unique tax challenges that standard strategies often fail to address. In this webinar, we will explore advanced tax mitigation strategies tailored for high-net-worth individuals, going beyond basic tax planning to provide long-term solutions.
When:
November 20th, 2024 11:00am ET
What you'll learn:
- Why traditional tax planning often falls short for high-net-worth individuals
- The benefits of alternative tax strategies, such as 1031 exchanges, QOZs, bonus depreciation, cost segregation, intangible drilling costs and more.
- How to effectively combine tax preparation with proactive, advanced planning to reduce liabilities
- Examples of how these strategies can preserve and grow wealth
Join us to discover advanced financial solutions that can help you navigate complex tax situations and build an enduring financial legacy.
Presenters:
Paulo Aguilar, CFA, CAIA
Partner | Senior Investment Advisor
Louis Tucci
Partner | Senior Investment Advisor