WEBINAR

As year-end approaches, high-net-worth individuals, families, and business owners have a limited window to implement tax planning strategies that can help preserve wealth, reduce future tax liabilities, and align financial decisions with long-term goals. 

Join CohnReznick’s Private Client Services professionals for a discussion of key tax and wealth planning considerations before Dec. 31. Our panel will explore opportunities to optimize income, investment, charitable, estate, and business-owner planning strategies while preparing for upcoming tax changes and important deadlines. 

Topics covered 

Income tax and investment planning

• Managing taxable income and capital gains before year-end
• Tax-loss harvesting and portfolio planning strategies
• Opportunity Zone considerations, including deferred gain recognition and new planning opportunities 

Charitable giving strategies 

• Donor-advised funds and charitable planning opportunities
• Gifting appreciated securities and other complex assets
• Maximizing charitable impact while achieving tax objectives 

Wealth transfer and estate planning 

• Annual gifting and wealth transfer strategies
• Estate planning considerations for high-net-worth families
• Aligning wealth preservation goals with multigenerational planning objectives 

Business owner planning 

• Coordinating personal and business tax strategies
• Compensation, distributions, and liquidity planning considerations
• Succession and ownership transition planning 

Family and legacy planning 

• 529 plan opportunities and education funding strategies
• Evaluating newer wealth transfer and savings vehicles
• Planning for future family financial goals 

Whether you are a business owner, executive, investor, family office leader, or high-net-worth individual, this webinar will provide practical insights to help you make informed decisions before year-end and position yourself for the opportunities and challenges ahead.

Live event participants can earn up to 1 CPE credit in the Tax field of study. 

Can't make it to the live webinar? Register anyway so you can get access to the on-demand webinar.

SPEAKERS

ManTing Yan
Senior Manager, Private Client Services
CohnReznick

  Amanda White
Manager, Private Client Services
CohnReznick

CPE Information

Live event participants can earn up to 1 CPE credit in the Tax field of study. 

Program description: As year-end approaches, high-net-worth individuals, families, and business owners have a limited window to implement tax planning strategies that can help preserve wealth, reduce future tax liabilities, and align financial decisions with long-term goals. Join CohnReznick’s Private Client Services professionals for a discussion of key tax and wealth planning considerations before Dec. 31. Our panel will explore opportunities to optimize income, investment, charitable, estate, and business-owner planning strategies while preparing for upcoming tax changes and important deadlines.  

Program level: Intermediate: Developing subject knowledge

Prerequisites: Basic knowledge of individual taxation, wealth planning, and estate and gift tax concepts.

Advanced preparation: None

Topics to be discussed include:

• Identify year-end income tax and investment planning strategies for managing taxable income, capital gains, and investment losses.
• Evaluate charitable giving strategies, including donor-advised funds and gifts of appreciated securities and other assets, based on tax and philanthropic objectives.
• Assess gifting, estate, and wealth transfer strategies for aligning wealth preservation with multigenerational planning goals.
• Identify tax planning considerations for business owners related to compensation, distributions, liquidity, succession, and ownership transitions.
• Evaluate education funding, savings, and other family and legacy planning strategies in relation to long-term financial goals.
• Recognize key year-end deadlines and tax changes that may affect planning decisions for high-net-worth individuals, families, and business owners. 

Instructional Delivery Method: Webinars: Group Internet Based

Course Registration Requirements: Landing pages feature this content prior to CPE credit approval.

Official NASBA sponsor statement, if an approved NASBA sponsor (explaining final authority of acceptance of CPE credits):

CohnReznick is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State board of accountancy have final authority on the acceptance of individual courses for CPE credits. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.