When: Thursday, June 26, 2025, 11:00 AM ET
Effective high-net-worth tax planning begins with a comprehensive understanding of current tax structures and key drivers. By anticipating future tax implications—such as Social Security benefits, required minimum distributions, Roth conversions and increased itemized deductions—individuals can identify long-term planning opportunities that optimize their financial strategy.
Join us for an insightful discussion as our team of experts illustrates how we collaborate with clients to enhance their tax planning and maximize financial outcomes.
Presenters:
- Dave Brinkman, Partner & Senior Wealth Manager, Schneider Downs Wealth Management Advisors
- Matt Biggs, Wealth Manager, Schneider Downs Wealth Management Advisors
- Kelly Murphy, Wealth Manager, Schneider Downs Wealth Management Advisors
Please note that CPE is not being offered for this event.
For more information on this event or if you have trouble with registration, contact Lindsay Sherrill.
About Schneider Downs Wealth Management
Schneider Downs Wealth Management has been providing investment and retirement services since 2000. Although our service platforms continue to evolve, our commitment to our clients remains our first priority. Our service is tailored to your individualized goals but built on the fundamental principles of our practice: fiduciary guidance, fee transparency and goal-based decision making. To learn more, visit our dedicated Wealth Management page.
Schneider Downs Wealth Management Advisors, LP (SDWMA) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). SDWMA provides fee-based investment management services and financial planning services, along with fee-based retirement advisory and consulting services. Material discussed is meant for informational purposes only, and it is not to be construed as investment, tax or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice. Registration with the SEC does not imply any level of skill or training.
