Maximizing Tax Efficiency through Customized Tax Planning Utilizing Diverse Strategies.
The change in administration will undoubtedly result in changes to the tax codes and tax enforcement by the IRS. As companies prepare for these adjustments and work to mitigate risk, they will discover that there is need to move away from the conventional approach of adopting a single strategy to manage tax liability. A bundled approach that combines different methodologies of tax reduction will be necessary to maximize benefits while generating tax-free income. Client focused strategic business planning is key to navigating this changing environment, in these unprecedented times. Join this complimentary webinar for insightful discussion on:
Learning Objectives:
- Developing and adopting bundled strategies to legally minimize tax liability
- Propelling growth through holistic business planning
- Building tax-enhanced wealth
- Charting a roadmap to achieve diversification of risk and rewards
Speakers
Kenneth Heise
Founder and Financial Advisor
Heise Advisory Group
Ricardo Taveras
Managing Partner
Taveras Private Holdings (TPH)
Bruce Willey
Co-Founder and MD
American Tax and Business Planning
