Real Client Case Study Series
Tax Mitigation Using Leveraged Charitable Strategies
Don’t miss the first in our new series of engaging webinars featuring our Subject Matter Experts as they share the transformative impact of tax mitigation strategies that leverage the power of charitable deductions for deductions against W2 income. This discussion will showcase Lamar Breshears and Enpo Tu as they break down the MFC-SME process of a real MFC client experience. They both work with the client to discover the issues, identify the solution, and go through implementation. This webinar will truly help shed light on the MFC-SME difference and what it means for those high-income earners who struggle to retain after-tax wealth.
In this webinar, we will discuss:
- An example of what the MFC + SME team can do for W2-only clients
- Showing how you can go beyond reducing taxes on passive income from 1099 business and rental income sources
- Highlighting how you can go beyond tax deductions that give you back less dollars than you had to put into the strategy
- Deep diving into the step by steps on how to implement these strategies
Don’t miss this opportunity for an insightful overview of strategies!
