5 Tax Strategies for Affluent Investors

Описание: High-net-worth investors face unique challenges in tax planning. From estate transfers to charitable giving, reviewing key strategies can help you make informed decisions and evaluate options for wealth and tax management. Changes to tax rules, retirement contributions, and deduction limits can create opportunities as well as complexities. Staying aware of these developments allows investors to coordinate strategies across estate planning, retirement projections, and charitable giving.

Join Kelly Gallagher, manager for Savant Tax & Consulting, and financial advisor Drake Grindle for a discussion on:

• Enhancing estate planning with the permanent elevated federal exemption
• Strategizing itemized deductions through bunching and charitable giving
• Contributing to retirement plans and evaluating Roth opportunities
• Planning capital gains through harvesting and opportunity zone investments
• Leveraging the raised SALT deduction cap for high-income taxpayers

While all are welcome to attend our webinars, this event is designed for individuals who anticipate having at least $750,000 in investable assets within the next year. Our presenters typically speak with that in mind.