Turbocharge Tax Efficiency With Qualified Small Business Stock

September 19, 2023 | 11:30 AM - 12:30 PM PT

Webinar Highlights
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Adaptive Insights Professional Services
of Interest
Career Benefits PTO
~60 Minutes
Time Allotment
This webinar is approximately 60 minutes of viewing time.

Webinar Content

Unlock Substantial Tax Savings for Your Clients With QSBS

Get the Tools You Need to Help Your Clients

When it comes to advising your clients, tax efficiency is always top of mind. Maximizing their wealth growth while minimizing liabilities can be a challenging task, especially when it comes to navigating the ever-changing landscape of tax laws and regulations.

Join this exclusive webinar to learn how to effectively leverage Qualified Small Business Stock (QSBS) for your clients. We’ll look at how these specialized tax planning tools can unlock substantial tax savings, minimize liabilities and maximize wealth growth.

Learning Objectives:

  • Understand the key features and benefits of QSBS as a powerful tool for tax efficiency in the context of high-net-worth individuals (HNWIs).
  • Identify and leverage QSBS opportunities for maximum tax savings.
  • Acquire practical strategies and insights for integrating QSBS into broader tax planning efforts tailored to specific financial situations.


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