Top Strategies to Offset Income and Capital Gains on Taxes

This presentation is nothing like you ever experienced before and is expected to challenge all your beliefs in the tax codes taught as "Tax Hacks", by CPA's and Tax attorneys who look to do triage tax planning after the fact, unlike an advanced Private Wealth Management firm such as ours that focuses on the present and the future of your investment dollars with the goal of ZERO taxation.

Guest Speaker:

Zak Shaik

WMS, CAPP, CWPPPresident and Founder

In this Webinar we discussed...

  • High W-2 Tax Planning and Strategies to achieve ZERO income tax

  • Avoid capital gains tax on the sale of Stocks, Crypto, and Businesses

  • Top Strategies to offset Real Estate capital gains on Taxes

Meet Zak Shaik

Over 30 years of experience in wealth management, advising clients with $5M+ in net worth. Recognized for his holistic approach to financial planning and protecting wealth from litigation threats.

More About Zak Shaik:

Educates clients nationwide on fiduciary options for wealth enhancementSpecializes in tax-free business succession planning and philanthropic planningAwarded as a FIVE STAR wealth manager by New Jersey Monthly Magazine (2011, 2013, 2016, 2018-2022)

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