This powerful workshop content keeps in mind the saying, “It’s not what you make but what you keep that’s important.” With this thought in mind…
•We review what drives tax rates and the future implications of possible tax increases to the financial plan.
•How is your money being taxed today, and how may it be taxed in the future?
•Diversification, which may include asset allocation, risk tolerance, liquidity needs, and tax liability will be discussed.
•Several models for structuring financial portfolios will be introduced, as well as effective ideas for tax reduction.