Tax Liabilities: Minimize Your Exposure for Maximum Gain
Jeff Faine
I Provide Our Clients Solutions That Delivers Three Efficiencies: (1) They Retain More Value Through Financed Tax Solutions, (2) They Enjoy More Retirement Income, and (3) They Preserve More Wealth.
Are you or your clients anticipating a major liquidity event, such as the sale of a home, paying for college, lump retirement distributions, or selling a business? Regardless of the income source, the financial decisions you make post-transaction regarding the tax liability is key.?
It's crucial to understand how to navigate the tax responsibilities to ensure maximum benefit from such an event.
Join our complimentary webinar taking place on Tuesday, May 14th at 12pm EDT for a conversation designed to empower anyone looking to turn their tax liability into monetary gain.
Who Should Attend and Why?
This session will be informative for any individuals who anticipate a major liquidity in their future.
Additionally, this session is ideal for financial advisors and CPAs who want to have a complete list of options for their clients who will experience the tax burdens that come with the examples outlined above.
Your Hosts:
Josh and I will be discussing Enhanced Tax Advantage, an distribution option that enables you or your clients’ to keep more of their income by reducing tax liabilities.
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Key Takeaways
Strategies to Reduce Tax Impact: Learn actionable strategies to minimize tax liabilities following any significant liquidity event.
Niche Expert Insights: Gain insights from tenured professionals who can answer any questions you may have regarding reduced tax liability.
Immediate Value: Walk away with practical information that can be immediately applied to you or your clients’ portfolio.
This webinar is complementary and if you cannot attend during the webinar, a recording will be available.
Join us on May 14th at 12:00pm EDT for an informative webinar that will equip you with a better understanding of tax liability.
I help families navigate the complexities of being family in a family enterprise with a focus on succession planning, governance, and building multi-generational alignment.
7 个月Looking forward to the conversation, Jeff!
Thank you for sharing your knowledge with us, Jeff Faine!