Developing and maintaining a personal balance sheet provides you a clear picture of your overall financial well-being so you can make informed decisions for your future. Our personal tax experts will discuss the process of reviewing your personal balance sheet to uncover tax planning opportunities to manage your income tax liabilities, increase your cash flow, and achieve your financial goals. They will provide a holistic tax and wealth management perspective, including investments, trust, life insurance, estate planning, and business planning.
At the conclusion of this webinar, participants will:
- Be able to discuss the advantages of an income tax approach to the personal balance sheet
- Identify tax opportunities and strategies to optimally manage overall wealth and achieve financial goals
PRESENTERS | Brian Schultz and Dawn Sayn; moderated by Karen Cady, all members of our tax team, which prepares more than 10,000 personal tax returns each year