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PHONE: (561) 453-1441
Request an Intro
On-Demand Webinar

Where Tax Strategy Meets Investment Strategy: 5 Moves for High-Net-Worth Individuals and Families

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Download Webinar Recording

Access the on-demand recording of Where Tax Strategy Meets Investment Strategy: 5 Moves for High-Net-Worth Individuals and Families to hear the LTax team discuss how proactive planning can better align tax and investment strategies, improve after-tax outcomes, and support long-term wealth goals.

In this session, our team walks through how to:

  • Better align tax strategy with investment strategy

  • Improve after-tax outcomes through proactive planning

  • Manage capital gains and concentrated positions more strategically

  • Identify opportunities for greater tax efficiency

  • Take a more coordinated approach to long-term wealth planning 

Complete the form to receive the webinar recording and presentation slides, including insights on managing capital gains, concentrated positions, and opportunities for greater tax efficiency.

Once form is submitted, materials will be sent via email. 

Webinar Speakers

Untitled design (17)
David Jarmusz
Will Coughlan
Kayla Kaltenecker
Adam Raschke, JD
Director, Tax Practice Lead
David Jarmusz, CPA, JD, LLM
Vice President, Tax Specialist
Will Coughlan, CPA, CTC, MST
Director, Tax Specialist
Kayla Kaltenecker, CFP, LLM
Director, Chief of Staff, Investment Management, Lido Advisors, LLC

Complete the form below to receive the webinar recording.
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Adam Raschke, JD

Director, Tax Practice Lead

Request an Intro

Schedule your complimentary 30 minute discovery call so our team can learn about your goals and how we might be able to help. Prefer a phone call? Call us at (561) 453-1441.