Utilizing Tax Advantage Strategies to Protect Your Clients’ Assets

In order to successfully maintain a high-standard of living and sustain their riches across multiple generations, HNW an UHNW individuals and families have to make some smart financial planning decisions. These include efficiently dealing with the changing tax codes, proper estate planning and making the best use of tax-efficient investment vehicles. Over the course of this panel, we’ll outline the best tax advantage strategies to grow and protect your clients’ wealth.

This virtual event is two hours and scheduled to start at 1:00 - 3:00 PM Eastern Time.

Moderated by:

Gerry O’Connell, Director of Tax Planning, BakerAvenue Wealth Management

1:10 – 1:25 PM : Presentation: Concentrated Stock Positions: Hedging and Monetizing: How and Why Now?

1:25 – 1:40 PM : Presentation: Charitable Giving and Donor Advised Funds

1:40 – 1:55 PM : Presentation: High Yield Muni Investing In A LP Structure

1:55 – 2:25 PM : Breakout Discussion

The audience will be broken out into small groups, delegates will share their views on the previous presentations. Do they agree or disagree, and what are the reasons for their views? Are there other factors which should also be taken into consideration? As well as sharing knowledge and opinions, each table will be tasked with coming up with a set of questions or comments which they must be prepared to pose to the speakers.

2:25  – 3:00 PM : Moderated Q&A

The original speakers will take part in a moderated Q&A, answer questions, and react to comments from the Zoom discussions.