Advanced Tax Planning Discussion
Ideas and strategies for reducing income and capital gains taxes for high income ($500,000 agi+) taxpayers during the Trump Era
Please join us as Silverhawk Private Wealth sponsors a presentation of valuable information that you can put to use in your practice today.
Join us for wine and hors d’oeuvres while partaking in a lively discussion regarding state of the art concepts for reducing current and future year’s taxable income. As there are many little known nuances with the recent cuts, we will present strategies that are appropriate for the top 3% of income earners and also applicable for your clients that are experiencing a major liquidity event like the sale of a company or the vesting of substantial stock options.
Speakers
Mark Pedersen
With more than 40 years of experience representing tax-advantaged investment strategies, Mark’s knowledge is expansive in the areas of reducing and avoiding excessive income tax liability, reduction or deferral of capital gains taxes and elimination of capital gains taxes with prudent estate plan design.
Paul Mershon
Founder and CEO of Silverhawk Private Wealth, a CFP, CLU, ChFC and RHU, Paul has 40 years of experience providing complex financial advice to high-net-worth clients that integrates and coordinates income tax planning with estate planning and business succession strategies.
Cory Guy
Senior Vice President of Sales with Four Springs Capital LLC
Four Springs Capital Trust is an internally managed real estate investment trust focused on acquiring, owning and actively managing a portfolio of single-tenant, income producing industrial, medical, office, and necessity retail properties throughout the United State that are subject to long-term net leases. Cory brings almost two decades of experience in raising capital for 1031 Exchange oriented Delaware Statutory Trust (DST) offerings, real estate investment trusts (REITs), multi-member limited liability companies (LLCs) and private wealth management programs.
Come and learn about ways to offer
your top clients new strategies to reduce taxes.
Wednesday, October 30th, 2019
4:00 pm – 6:30 pm
The Capital Grille
16489 N. Scottsdale Rd. Scottsdale, AZ 85254