What if your middle-market clients could legally and ethically implement the same tax-saving frameworks used by billionaires and family offices? In this session, we'll break down the elite frameworks and specific strategies of the ultra-wealthy — and show you exactly how to translate them into actionable tactics for your everyday investor.
You’ll learn how to:
- “Business-ify” Your Client's Life: Spot the opportunities hiding in plain sight to turn hobbies, passions, or family activities into legitimate business ventures that unlock major tax advantages.
- Zoom Out to Save Big: Use a top-down tax planning model that leverages gains in one area of your clients life to fund strategic, loss-generating assets in another — just like high-net-worth families do.
- Stack Smart with the Four Tiers of Investment Tax Strategy: Implement a layered approach that blends market-based growth, income-producing assets, alternatives, and moonshots to maximize tax efficiency and opportunity.
- Play “Moneyball” with the IRS: Discover how stacking micro and macro deductions, credits, and strategic timing can shift your client’s tax position dramatically — even without owning a yacht or private jet.
- Give Like the Wealthy: Master the tax saving mechanics of using Donor-Advised Funds (DAFs), Charitable Remainder Trusts, and other structures that create legacy impact and immediate tax savings.
If you’ve ever wished you could offer your clients more creative, dynamic, and forward-thinking tax strategies — without needing a billionaire’s balance sheet — this session is for you. Come learn how to radically rethink tax planning from a wealth-building lens.
