Advanced Tax Planning Workshop
Tailored for high income or high net worth individuals ready to take their tax planning strategies to the next level
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Who am I?
After being hit with a $137,000 Federal Tax bill, I dove into the world of tax planning determined to find ways to keep more of my hard-earned cash. I developed a simplified method of tax planning using Income Tax Buckets, which has saved myself and others hundreds of thousands on our tax bills. Come join us!
What will you learn?
- Advanced Tax Deduction Tools
- How to Interpret your K-1 Forms
- How to choose the most tax-advantaged private equity investments/funds for your situation
- Other taxes you may encounter: UBIT, NIIT, AMT, etc
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