Pay Less To The IRS, Savor Family Time: Tax Strategies for Family Legacy & Freedom
Join Andrew Beltz, Co-Founder of James Walter Wealth Management and Jon Toroni, CPA of Fred J. Toroni & Company Certified Public Accountants., for a 25-minute virtual summit designed for high-net-worth families who want to to reduce taxes, simplify decisions, and protect more of what they've built.
In this fast-paced session, we'll cover practical tax strategies that support family legacy and freedom, including:
- 2026 planning moves we expect to matter most for high-income families (what to prioritize early in the year).M
- Family legacy giving strategies that reduce taxes while involving the next generations (QCDs, DAFs, and when a private foundation fits).
- How to give appreciated assets the right way (so you maximize the deduction, avoid common pitfalls, and keep records clean).
- Reducing investment-related taxes through coordination between tax planning and wealth management (capital gains, timing decisions).
- Updated tax brackets.
- Real estate tax strategies for family wealth (cost segregation and how it can improve cash flow and reinvestment flexibility).
The event takes place on Thursday January 15th from 11:00 am to 11:25 am.
*Have a scheduling conflict? No problem - let us know below and we'll personally reach out to keep you informed.*
