Wealth Management Masterclass, Part 1 of 3: Tax Planning in Focus
ON-DEMAND
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Editorial Webcast Sponsored by:
Tax planning for wealthy clients often involves advanced strategies with numerous legal and accounting implications. This webcast will highlight the top strategies being used by wealth managers today and how they can help clients minimize taxes, while at the same time ensuring that clients have stellar portfolio management, risk management and asset protection.
Join the complimentary webcast and learn about:
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Tax issues affecting your clients at year-end and what you need to focus on with them in 2024
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The complexity of tax issues tied to income planning, required minimum distributions and bunching deductions
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How to provide your clients with the greatest tax efficiency
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And more…
>>> Click here to attend: Wealth Management Masterclass, Part 2 of 3: Key Steps & Latest Trends in Legacy Planning
>>> Click here to attend: Wealth Management Masterclass, Part 3 of 3: Specialty Services & High Net Worth Clients
Featured Speakers:
 | John Manganaro | Senior Reporter | ThinkAdvisor John Manganaro focuses his coverage on all things retirement, with a special emphasis on the perspective of financial planning professionals and wealth managers. John's work helps to illuminate the important role of financial advisor professionals and to demonstrate the critical importance of the U.S. retirement savings system. His coverage of the retirement industry has earned multiple Jesse H. Neal Awards finalist designations. |
 | Jeremy Milleson | Director of Investment Strategy | Parametric Portfolio Associates Jeremy is responsible for Parametric's tax-managed equity strategies. As the lead strategist for Custom Core, he works closely with taxable clients and advisors to design, develop and implement custom portfolio solutions. He was previously a portfolio manager on the Custom Core team for six years. Prior to joining Parametric in 2012, Jeremy worked as an instructor in economics at the University of Washington and as a private client associate for Bernstein Investment Research and Management. |
 | Dawn Jinsky | Partner and Leader of Estate and Business Transition Planning | Plante Moran As the leader of the firm's wealth transfer practice, Dawn educates clients in the who, what, when, and where of transferring their assets in the most tax-efficient manner. High-net-worth individuals, families, and business owners come to her for help with meeting their estate planning, philanthropic, and business transition goals. In addition to educating clients and co-workers, Dawn shares her knowledge with the community at large via speaking engagements and thought leadership. She belongs to the AICPA and the Michigan Association of CPAs. |
 | Anna Soliman | Trust Counsel | Fiduciary Trust International Anna joined Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, back in 2019. Prior to joining the firm, she served as an associate in the tax and wealth department at Venable LLP in Los Angeles, where her responsibilities included crafting and preparing complex estate plans and business succession plans for high-net-worth individuals. She also assisted clients in matters ranging from trust administration and probate to Internal Revenue Service audits. Earlier in her career, Soliman worked for the IRS as an estate tax attorney and served as deputy district attorney in the Sacramento County District Attorney's Office. |