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.
Jordan Taylor
CPA, Private Wealth Advisor, and CEO of Capital Review Group. CRG is a leading national incentive/tax advisory team specializing in finding and capturing tax saving opportunities for businesses.
Simon Brower
Managing Director of Bluerock Real Estate. Bluerock Value Exchange, a division of Bluerock Real Estate, is a national sponsor of syndicated 1031 Exchange offerings with a focus on Class A assets that seek to deliver stable cash flows and potential for value creation. Bluerock has structured 1031 Exchanges on more than $750 million in total property value and nearly 6 million square feet of property. With capacity across nearly all real estate sectors and the ability to customize transactions for individual investors, Bluerock Value Exchange is available to create programs to accommodate a wide range of tax requirements.
Come and learn about ways to offer
your top clients new strategies to reduce taxes.
Wednesday, May 9th, 2018
4:00 pm – 6:00 pm
The Capital Grille
16489 N. Scottsdale Rd. Scottsdale, AZ 85254