Speaker Name(s): Paul Fettes CFA, CFP
Description: “Never make anything simple and efficient when a way can be found to make it complex and wonderful.” –Unknown. Now that you understand basic tax planning, you will appreciate the more advanced concepts and strategies discussed in this workshop. In this session, we will look at tax planning as a family unit, tax shelters, income splitting/ attribution, and developing an effective tax minimization plan. We aim to make simple what the government has made complex!