Income Tax & Wealth Transfer Planning

Join us for the Income tax Planning for UHNW Clients Webinar.

As with all of the videos on our learning center, this recording is free. The video is 50m long and covers a wide range of sophisticated tax planning strategies focused on the needs of Ultra High Net Worth Individuals and Families.

We are dedicated to providing guidance and resources for advisors. A rising tide raises all ships.

The Webinar is hosted by Derek Myron and Kyle Malmstrom

The webinar is focused on wealth advisors working with ultra high net worth clients who have wealth transfer and income tax issues. In this webinar, Kyle and Derek cover the Grantor Charitable Lead Annuity Trust structure and design in combination with a Intentionally Defective Grantor Trust (IDGT).