Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.

The Legal & Tax Aspect of Investing: Estate Planning, Risk Mitigation and Tax Efficiency


You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

This webinar covers the tax treatment of different types of investment accounts, and the use of tax efficient investment vehicles to minimize taxes.  It also addresses the use of estate planning strategies to minimize both income and estate taxes, as well as basic legitimate asset protection methods.

Principal Audience: Attorneys and Advisors, Business Owners and Executives, Investors

Partner: ChamberWise, West LegalEdcenter

Meet the Panel:

David Schulman

David P. Schulman, CFP®,  Managing Director – Investments is a ...

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Michael Terrien

Michael S. Terrien is the founder and Managing Member of ...

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Michelle Huhnke

Michelle M. Huhnke  is a partner at Sugar Felsenthal Grais ...

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Tad Gray

Tad Gray, CFP®, CIMA® is a Relationship Manager of Financial ...

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