The Legal & Tax Aspect of Investing: Estate Planning, Risk Mitigation and Tax Efficiency
Series: PERSONAL FINANCE & INVESTING FUNDAMENTALS 1.0
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