Ruminations on Tax Strategy

8:30 AM - 9:30 AM

Taxes matter to everyone, especially your high net worth and ultra-high net worth clients. Tax-efficiently saving and spending, particularly in a higher inflation environment, is important. The anticipated reduction in the estate tax exclusion and the potential loss of a step-up in basis increase the challenges to preserving client wealth generationally. This session will discuss a disciplined approach to tax management as well as advanced tax planning strategies advisors must consider for clients in their various stages of investing.

Learning Objectives:

  • Learn how to optimally locate assets
  • Understand how to optimally accumulate and decumulate assets
  • Recognize how the location of investments changes their character

Session Content Level: Advanced