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Tax Strategy for High-Income Families (Beyond Deductions)

Thu, Mar 19

|

Online via Zoom

A practical tax planning workshop for high-income families focused on coordination, efficiency, and long-term wealth preservation.

Tax Strategy for High-Income Families (Beyond Deductions)
Tax Strategy for High-Income Families (Beyond Deductions)

Time & Location

Mar 19, 2026, 5:30 PM – 7:00 PM PDT

Online via Zoom

Guests

About the event


What You’ll Learn

  • Where tax drag quietly erodes wealth

  • Why CPAs can’t solve this alone

  • How protection, investments, and taxes intersect

  • What proactive tax strategy really looks like


Who This Is For


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