Done in advance, tax mitigation strategies can have a huge impact on the net number that hits the owners bank account - and the future cash flow - once it’s all said and done.
Join these Charitable, Financial, Insurance, and Legal experts as they cover bias, how they attack a case, and the tools they use to engage UHNW clients. Put on your thinking cap and come prepared to design in small groups and as a whole class as we walk through 3-4 interactive case studies – and then see the presenters’ sample designs.
This dynamic workshop and discussion will include the concept of Timing, Combining, and Sequencing as well as a survey and list of typical and a-typical legal/financial/tax integrated strategies to solve for event/future tax that drive client’s future cash flow. Gain key conversation drivers along with three valuable tools you can use to attract, engage, and design plans for successful families and business owners.
