Join us for our webinar on Concentrated Wealth & Taxable Gains Planning Strategies. Webinar Topics: 1. Understanding Concentrated Wealth: Definition and challenges. 2. Tax Planning Strategies: Techniques to manage and mitigate tax impacts of concentrated wealth. 3. Planning Vehicles: Explore tools for addressing taxable gains, including Net Unrealized Appreciation (NUA), Delaware Statutory Trust (DST), Separately Managed Account (SMA), Donor Advised Fund (DAF) & Private Foundation (PF) Charitable Trust (CRT/CLT) Enhance your financial strategy by understanding how to navigate and benefit from these sophisticated planning options