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:
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.
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.
