Compliant and Innovative Tax Strategies:
Substantially Reduce Your Tax Burdens This Year and Beyond

U.S. taxpayers earning $500,000+ annually, or those who have sold or are planning to sell their businesses or appreciated assets often face a significant, and sometimes unexpected tax burden. Join us as we share our innovative and advanced tax strategies to help reduce annual tax burdens for many years to come.  

Optimize your Tax Strategies

C-Level Executives, Wealthy Families, and Those with a Larger Tax Burden

Have you recently sold or are you planning to sell a business or appreciated assets, have you had a high-income year, or are you looking to substantially reduce your overall state and federal taxes?  

Join us to learn about powerful, compliant and innovative tax strategies for this year and beyond.  

US tax law allows for strategic and highly innovative tax planning and implementation strategies to significantly minimize your federal and state taxes on income, capital gains, interest, dividends, gifts, and estates. 

Who Should Attend?

This program is ideal for: 

  • Individuals who have sold or plan to sell their businesses or appreciated capital assets 
  • Individuals with annual taxable income exceeding $500,000 

Why Clients Choose ConsultVisory

ConsultVisory helps successful individuals, companies, and business leaders to optimize their tax strategies while remaining compliant. Our advanced tax mitigation programs offer an opportunity to gain insights from our experienced experts. 

What You Will Learn

During this session, you will gain new insights into: 

Strategic Tax Planning

How to legally reduce your taxes

Impactful Tax Strategies

Innovative and compliant tax structuring that can also positively impact communities.

End-of-Year Tax Prioritization

What actions to take now to reduce your taxes before year-end and beyond.

Long-Term Mitigation Techniques

Explore advanced tax planning that offers tax advantages for years to come.

Key Highlights:

  • 30-Minute Video on Demand 
  • Expert guidance on substantially minimizing your tax burden before the year-end.
  • Speakers include: Jeff Smith, President of ConsultVisory and Managing Attorney for LawVisory and Thomas Barber, an advanced tax planning specialist serving wealthy individuals, families and businesses. 
Email us

info@consultvisory.com

Let's Talk

+ 1 202-854-0515

Registration

High-Income Professionals and Executives : Reduce Your Tax Burden & Make an Impact
Substantially Reduce Taxes. Make a Maximum Positive Impact.