Edwin Alulod, Jr., CHRP, CHRA’s Post

Advanced estate planning offers many advantages in assisting individuals with efficiently managing and distributing their assets while also reducing tax burdens. Through tools such as trusts and charitable planning, individuals can safeguard their wealth, provide for their loved ones, and support causes they care about. Join Scott E. Cripps and Alex B. Poe as they discuss transfer tax, explore strategies to reduce estate tax liability, and unpack commonly used advanced planning techniques. Click here to register: https://lnkd.in/g-WF-h4e

WHAT ‘TAX DODGES’ (that is legal tax avoidance remedies) COULD BE TAKEN AWAY WITH THE 2025 TAX SUNSET. Should your investment strategy now reflect the odds of law changes later? E.g., do some loss harvesting, a Roth conversion, charitable gifts. Learn more in this article. Better yet, don’t be dodgy -- contact me for some expert tax planning and wealth management advice, underpinned by the deep resources and expertise of Northwestern Mutual. #2025TaxChanges #TCJAsunset #taxplanning https://lnkd.in/gwzGn29b

12 ‘TAX DODGES’ (that is legal tax avoidance remedies) COULD BE TAKEN AWAY WITH THE 2025 TAX SUNSET. Should your investment strategy now reflect the odds of law changes later? E.g., do some loss harvesting, a Roth conversion, charitable gifts. Learn more in this article. Better yet, don’t be dodgy -- contact me for some expert tax planning and wealth management advice, underpinned by the deep resources and expertise of Northwestern Mutual. . #TaxChanges2025 #taxplanning #TCJASunset https://lnkd.in/g_CkZhRg

High-net-worth individuals require tax planning strategies that surpass conventional methods for optimal wealth preservation and post-tax returns. Advanced tax-saving tactics, including charitable giving, trusts, and tax-loss harvesting, are pivotal in minimizing tax burdens and maximizing financial outcomes. Implementing these strategies demands meticulous planning and collaboration with financial advisors, tax specialists, and legal professionals. Through proactive tax management and wealth transfer optimization, high-net-worth individuals can secure their wealth for future generations and realize their enduring financial objectives. https://lnkd.in/geXyEauc

WHAT ‘TAX DODGES’ (that is legal tax avoidance remedies) COULD BE TAKEN AWAY WITH THE 2025 TAX SUNSET. Should your investment strategy now reflect the odds of law changes later? E.g., do some loss harvesting, a Roth conversion, charitable gifts. Learn more in this article. Better yet, don’t be dodgy -- contact me for some expert tax planning and wealth management advice, underpinned by the deep resources and expertise of Northwestern Mutual. #2025TaxChanges #TCJAsunset #taxplanning https://lnkd.in/eYJykgQw

Minimize taxes on your estate with smart Estate Planning! 📉💼 Use trusts, gifting strategies, and charitable planning to reduce tax liabilities and preserve more wealth for future generations. Contact Four Corners Legacy Law to learn how we can help you save on taxes! #TaxSavings #EstatePlan #WealthPreservation

💰 Unlock the power of estate planning to shield your assets from hefty tax liabilities. With strategies like irrevocable trusts and charitable giving, you can optimize your estate for tax efficiency and pass on more of your wealth to your loved ones. Go to our website www.gasperlawpllc.com to take the first step towards securing your family's financial stability now 📲💡 #FinancialSecurity #EstatePlanningTips #Taxes #FinancialPlanning

WHICH OF THESE 12 ‘TAX DODGES’ (that is legal tax avoidance remedies) WILL BE TAKEN AWAY WITH THE 2025 TAX SUNSET? Should your investment strategy now reflect the odds of law changes later? E.g., do some loss harvesting, a Roth conversion, charitable gifts. Learn more in this article. Better yet, don’t be dodgy -- contact me for some expert tax planning and wealth management advice, underpinned by the deep resources and expertise of Northwestern Mutual. #TaxChanges2025 #taxplanning #TCJASunset https://lnkd.in/gGFJHg8W

Did you miss Plante Moran Wealth Management's “Learn Lead Legacy: Election-year wealth strategies” webinar? You can now watch it on demand for our wealth management experts’ insights on charitable giving adjustments, changes to estate tax laws, and so much more. #election #wealthmanagement #taxlaw https://lnkd.in/gJZAddZX

Did you miss Plante Moran Wealth Management's “Learn Lead Legacy: Election-year wealth strategies” webinar? You can now watch it on demand for our wealth management experts’ insights on charitable giving adjustments, changes to estate tax laws, and so much more. #election #wealthmanagement #taxlaw https://lnkd.in/g8sYnWcQ