Advanced Tax Strategies for High Income Earners

You’re planning for a future event.  Whether it’s a sell, an acquisition, a new start-up, or true retirement, crafting a tax strategy with desired outcomes in mind at the onset, is critical to maximize tax savings opportunities.  Join us to learn the pros and cons of advanced strategies by focusing on planning and the potential tax traps and risks owners face if they do not have a solid tax plan to minimize their exposure.  During this session we’ll review case studies to examine the impact of advanced entity structures, ways to transfer ownership, merger and acquisition traps and opportunities, tips for closely held businesses, deferral of taxable income, and more.

Who should attend:  US residents that are high income earners, seeking opportunities to minimize taxes from earnings and/or the sell of a business.