Year End Tax Strategies

ABOUT THIS WEBINAR

Most tax advantaged investment programs close at year end to lock in potential pass through tax deductions for the current tax year. Explore options for last minute opportunities.

AGENDA

Learn how tax programs are structured for pass through tax benefits
Understand how deductions are reported and can be used on an individual basis
Discover specific tax codes and offerings that may provide deductions against current year income
Discuss ways to benefit from investments that can defer or eliminate tax on capital gains

ADDITIONAL INFO

When: Thursday, October 10, 2024 · 4:00 p.m. Eastern Time (US & Canada)
Duration: 1 hour
Price: Free
Language: English
Who can attend? Everyone
Dial-in available? (listen only): Yes.
Dial-in Number: Please register for this Webinar to view the dial-in info.

FEATURED PRESENTERS

Jason Pueschel, Alternative Tax Management

Managing Director

Jason has led the design, syndication and capital raise of several alternative investment platforms. Over the past few decades, he has assisted Financial Advisors and Investors in the diversification of portfolios and reduction of tax exposure. ...

Full Profile

HOSTED BY

Alternative Tax Management
Alternative Tax Management is an educational platform focused on tax mitigation strategies for Accredited Investors and their Advisors. We seek to provide access to best-in-class programs that maximize the use of tax incentives. Join us on our quest for tax efficiency.

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