Webinar
Guide to Making Tax Law Work for You
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Event Overview

High‑net‑worth wealth planning isn’t just about investments; it’s about how tax strategy, estate planning, and ownership decisions work together over time. For individuals and families with significant wealth, small misalignments across tax, trust, and estate structures can quietly erode value and create unnecessary complexity.

This session will explore how a tax‑focused approach to planning helps high‑net‑worth individuals preserve after‑tax wealth, plan for transitions, and create clarity across personal, business, and family structures. We will also discuss how project-based concierge support from Eide Bailly’s Private Client Solutions team can help you navigate life events with confidence.

Date and Time
Wednesday, August 19
2 - 3 p.m. CT
Location
Online (Webinar)
Cost
Free
Contact
events@eidebailly.com
Learning Objectives
  • Discuss practical considerations and planning strategies.
  • Review how income, estate, and trust taxes affect long-term legacy objectives.
  • Explore proactive, year-round tax planning to support smarter decisions.
  • Examine industry stories and use cases across manufacturing and distribution, construction, healthcare and more.

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