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Live & Latest UpdatesPrivate Wealth

May 2023 | Strategic Tax Planning

CAP STRAT’s Wealth Team presents monthly information on wealth accumulation, planning, and preservation.

This month, Neil and Mike present strategies in tax planning. Learn how tax planning works and what you should be thinking about year-round.

Neil Davies

Neil Davies, CPWA®

Senior Private Wealth Advisor

Neil is a Certified Private Wealth Advisor® in the firm’s private wealth practice. Learn more about Neil.

Michael Babicz

Michael Babicz, CFP®

Private Wealth Associate

Mike advises individuals and families on various topics related to retirement and wealth accumulation and preservation. Learn more about Mike.