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.

June 13th: An Overview of Common Tax Planning Strategies
What is tax planning? Why is it important? A review of common tax planning strategies.

July 18th: Understanding What Tax Planning Strategies Fit Your Needs
Who should consider using each of the tax planning techniques discussed in our June webinar.

August 15th: How to Build Your Own Tax Plan
How to combine different tax planning strategies into a personalized tax plan.