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Live & Latest UpdatesPrivate Wealth

Tax Planning For Wealth Preservation

In our monthly CAP STRAT Wealth updates, our team presents information on wealth accumulation, planning, and preservation.

This month, Neil and Carrie dive into the importance and power of proactive tax planning, providing valuable insights into the actions you can take to manage potential tax liabilities and preserve your wealth. They show some of the tools and conversations we have with clients to help them avoid potential pitfalls and tax surprises that can negatively impact their financial security. This is just one of the ways we proactively advise clients to better safeguard their financial future.

CAP STRAT is not a tax advisor and does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. CAP STRAT assumes no liability for any information or recommendation contained in this presentation.

Neil Davies

Neil Davies, CPWA®

Principal, Senior Private Wealth Advisor

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

Carrie Walters

Carrie Walters Shapiro, CFP®

Private Wealth Associate

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