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 is not to be considered investment, tax, or financial advice. Please review your personal situation with your tax and/or financial advisor. Milestone Financial Planning, LLC (Milestone) is a fee-only financial planning firm and registered investment advisor in Bedford, NH. Milestone works with clients on a long-term, ongoing basis. Our fees are based on the assets that we manage and may include an annual financial planning subscription fee. Clients receive financial planning, tax planning, retirement planning, and investment management services and have unlimited access to our advisors. We receive no commissions or referral fees. We put our client’s interests first. If you need assistance with your investments or financial planning, please reach out to one of our fee-only advisors. Advisory services are only offered to clients or prospective clients where Milestone and its representatives are properly licensed or exempt from licensure.
