Webinar: Strategic Tax Planning for High-Income Individuals & Families

Overview

Join us for an in-depth session on specialized tax and income planning strategies tailored for high-income individuals and families. We’ll explore key opportunities to optimize tax efficiency and manage ordinary income, including the latest updates on conservation easements, oil & gas investments, hedge funds and investment partnerships generating ordinary losses, restricted property trusts, and Maltese IRAs. Gain actionable insights to help you make informed financial decisions and maximize tax benefits. Come prepared to engage, ask questions, and discover new strategies to enhance your tax planning approach.

Sponsored by Bayntree Wealth Advisors

Designed For

This webinar is complimentary for ASCPA members. Login instructions will be sent 24 hours prior to the event.

Objectives

This session covers:

• Plain vanilla defined benefit plan or optimized “owner” defined benefit plans.
• Employees? How do we control costs? 
• Find out how to manage compensation to yield higher contributions.
• Qualified and Non-Qualified Solutions.

Notice

Live, interactive webinar