Speaker
Kyle Labelle, CFP®
Advisor
About this event
Taxes are one of, if not the largest expense many will have to pay over their lifetime. This is especially true for higher-earning professionals. Our three-part webinar series will discuss the most common tax-saving strategies available to working professionals. The first session discusses what tax planning is, why it’s important, and what some of the common strategies are. The second session dives deeper into a handful of the most impactful strategies, going beyond simple rules of thumb. The third and final session looks at several case studies to show you how to build your own personalized tax plan to help minimize your lifetime tax burden.
• An Overview of Common Tax Planning Strategies
What is tax planning? Why is it important? A review of common tax planning strategies.
• Understanding What Tax Planning Strategies Fit Your Needs
Who should consider using each of the tax planning techniques discussed in our June webinar.
• How to Build Your Own Tax Plan
How to combine different tax planning strategies into a personalized tax plan.
Event Contact
Disclaimer:
This material is provided for educational and informational purposes only and is not investment, tax, legal, or financial advice. It does not consider any individual’s investment objectives, strategies, tax situation, or time horizon, and it is not an offer to sell or a solicitation to buy any security. Financial aid rules, tax laws, and school policies change frequently and vary by institution; figures cited are as of October 2026. Investing in a 529 plan involves risk, including the possible loss of principal. Before investing, review the plan’s offering documents for its investment objectives, risks, fees, and expenses, and consider whether your home state offers tax benefits only for its own plan. Please review your personal situation with your tax and/or financial advisor before acting.
Views expressed are subject to change based on market and other conditions. Any projections, market outlooks, estimates, or other forward-looking views are based on assumptions, are not indicative of future performance, and actual results may differ materially. Information is obtained from third-party sources believed to be accurate, but Milestone makes no representation as to its accuracy, completeness, or timeliness and accepts no liability for decisions based on it. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal.
Milestone Financial Planning, LLC (“Milestone”) is a fee-only financial planning firm and registered investment advisor headquartered in Bedford, NH. Registration does not imply a certain level of skill or training. Milestone works with clients on an ongoing, long-term basis, providing financial planning, tax planning, retirement planning, and investment management services. Fees are based on assets under management and may include a financial planning fee. Milestone receives no commissions or referral fees and, as a fiduciary, is required to act in clients’ best interests. Advisory services are offered only where Milestone and its representatives are properly licensed or exempt from licensure. More information, including fees and principal risks, is available in Milestone’s Form ADV Part 2A. For help with your investments or financial planning, contact one of our fee-only advisors.
