Disinherit the IRS 

An Educational Tax Planning Webinar

This recorded educational webinar explores tax planning concepts and considerations relevant to individuals and families navigating increasingly complex financial decisions. The information presented is general in nature and does not constitute individualized tax, legal, or investment advice.

Presented by Bruce Horowitz, CFP®, CKA®, and Shea Allen, CFP®.

Topics Covered

• Tax diversification concepts and considerations

• Roth conversion planning considerations

• Charitable giving and philanthropic planning approaches

• Legacy and wealth transfer planning considerations

• Potential implications of changing tax environments

If you have questions about the topics discussed, please contact us.