Learn topics such as:

  • Tax reduction strategies for high earners
  • Required Minimum Distributions (RMDs)
  • Taxes on Social Security and the Medicare Surtax
  • Taxes on Estates
  • 529s – College Savings Advice for High-Net-Worth Investors
  • Gifting to Your Kids – The Top 4 Strategies High Earners Haven’t Considered
  • Helping kids buy their first home through intrafamily loans with yearly debt forgiveness

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