Tax Strategies of the Wealthy
Wednesday, October 2nd | Portage County Business Council
Learn how you can start using time-tested strategies this year to shrink your check to Uncle Sam.
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Paying more tax than you need to is painful.
For decades, wealthy families and business owners have been leveraging legal strategies to pay the minimum tax possible.
Now you can, too.
In this session, you’ll get equipped with multiple compliant strategies you can leverage to significantly reduce your annual tax bill, either on your own or with the help of professionals.
The bottom line: you’ll have more capital to reinvest in yourself, your business, and your family.
Your tax experts
Brad is a shareholder at KerberRose with a focus on small business and individual tax. His expertise and critical thinking have saved clients hundreds of thousands in tax liabilities while maintaining full compliance with established tax law.
An 8-year veteran auditor with Wisconsin’s Board of Revenue, Holly founded the Sales Tax Advisory Network in 2019, where she uses her deep experience to help small business owners navigate the complexities of sales and use tax.
Your host
Jason Glisczynski, CFP®, CPWA®
Jason specializes in working with business owners, executives, high-income, and high-net-worth worth people in the manufacturing industry using a VFO (Virtual Family Office) framework. This methodology consists of investment consulting, advanced planning, and professional relationship management.
Jason has nearly 20 years of advisory experience, is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth Advisor® professional, an Investment & Wealth Institute® member, a Wisconsin Institute of Certified Public Accountants Member, speaker, and author of Planning with Purpose: Solving Your Unique Retirement Puzzle.
When
Wednesday, Oct. 2
Breakfast session | 7:30 - 9:00am
Lunch session | 11:30am - 1:00pm
Where
Portage County Business Council
5501 Vern Holmes Rd.
Stevens Point, WI 54482
Register and choose your session.
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