Tax Planning Webinar Series | Part One: Tax Planning Strategies for High-Net-Worth Individuals

Most people don’t tend to think of taxes during the summer months, but this is actually a great time to review your tax strategies for yourself and your business. Tax planning is a year-round activity and most tax reduction strategies need to be implemented by December 31 – and some even earlier. So the sooner you begin planning, the better.

This three-part webinar series provides an overview of the current tax landscape as well as essential tips to help you get a jump start on your tax planning. 

Agenda items for part one of the series included:

• A look at tax provisions which will soon be sunsetting and tips for adjusting your tax planning
• Gifting strategies to minimize your tax bill
• Tax planning within your investment and retirement accounts

Presenters:

• Shazia Stagliano, Director, Tax Strategies
• Brian Kitchen, Director, Tax Strategies