From Income to Impact: Advanced Tax Strategies for the High-Net-Worth Investor

SUMMARY

Topics covered will include:

• Advanced tax strategies to navigate complex income structures for high-net- worth clients
• Effective use of charitable vehicles to achieve dual tax and philanthropic goals
• When to deploy tax-advantaged investments like opportunity zones and exchange funds
• Integrated approaches to balance current income tax optimization with wealth transfer planning

This program is accepted for one hour of Tax Planning and Regulation continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

Cody Parks

Vice President, Advanced Planning High-Net-Worth Services
LPL Financial

Evan Wrinkle

Senior Analyst, Tax Planning
LPL Financial

Todd Rosenbluth

Head of Research
VettaFi

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