Broker Check
01 May
Tax Planning for High Net Worth Individuals


The webinar will cover a range of pertinent topics, including: 

  • Updates on Tax Laws: Insights into any recent changes in tax legislation that could impact your planning. 
  • Retirement Planning: How to optimize your retirement contributions and benefits for tax purposes. 
  • Equity Compensation Planning: RSU, ISO, NQSO common tax mistakes and strategies to minimize tax. 
  • Estate Planning: Understanding the implications of taxes on estate planning and how to prepare effectively. 
  • Investment Tax Planning: Strategies for managing the tax impact on your investment portfolio and concentrated stock positions. 
  • Small Business Considerations: Specialized advice for small business owners on managing taxes efficiently. 

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Taurus Financial and LPL Financial do not provide specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor

Date and Time

Wed, May 01, 2024

3:00p - 4:00p EST


Zoom Webinar


Event Registration