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As a successful Red Wing Dealer, you know the importance of managing your finances wisely. But do you understand the benefits of aligning your investments, tax, estate, and wealth planning?
Watch CLA’s private client services team for an on-demand webinar to learn how to reach your goals of reducing tax burdens, achieving favorable returns, and planning for your legacy.
We discussed:
- The network effect of tax and wealth together: Twealth
- Business accounting, advisory, and tax services with industry proficiencies
- Integrating business, personal tax, and wealth with a dedicated advisory team
- Tax-efficient planning and strategies to focus on wealth accumulation and after-tax returns
- How to offset your capital gains with tax-loss harvesting, charitable giving, and other techniques
- How to plan for your retirement, estate, and philanthropic goals
- Owner transition planning
- How the Tax Cuts and Jobs Act sunset might affect you and your business
- Market, economic, and industry outlook
- CLA Outlook – Q3 update
Don't miss this opportunity to learn how CLA's private client services can help you grow and protect your wealth.
For more information:
Geraldine Matias
Events Associate