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2023 Tax Reduction Strategies for Affluent Families & High-Income Earners

Location & Date

Location & Date

Fleming's Steakhouse - Palo Alto

180 El Camino Real G-2, Palo Alto, CA 94304

(Stanford Shopping Center 2)

Date / Time

  • Option 1: TUE 10/24/2023 at 6:30 - 9:30pm
  • Option 2: THU 10/26/2023 at 6:30 - 9:30pm

Tax Reduction Strategies for Affluent Families and High-Income Earners:

If you have the following concerns: 

•       How do I reduce or control my income tax?

•       Where and how to position my investments to achieve tax efficiency?

•       How can my beneficiaries receive exactly what I intended?

Important Education Topics we’ll discuss:

  • New Legislations – How will the current tax reform affect you & your family

  • Tax-Efficient Investing – Explore different types of investment vehicles to keep more your hard earned money  

  • Overly Concentrated Employer Stock – How to avoid or reduce capital gain tax while achieving diversification

  • Estate and Legacy Planning – How “The Tax Cuts and Jobs Act of 2017” will affect you and your beneficiaries

  • Legal Strategies for Sheltering Employment Income – Explore small business retirement plans to achieve the greatest tax reduction opportunities

About Your Instructor

About Your Instructor

Sheri Pan, CFP® practitioner, is a Registered Representative with, and securities and Advisory services offered through LPL Financial, a registered investment advisor, member FINRA & SIPC.  Sheri earned a Master’s degree in Taxation from Golden Gate University.