Webinar | Tax Planning 2022: Another Year of Uncertainty
Year-end is an ideal time to review your tax planning strategy and take strategic steps to reduce your tax burden for the coming tax season. With all the uncertainty in capital markets, the economy, and the tax landscape, it can be difficult to tell what opportunities are available to you. Fortunately, Telemus is here to help.
Telemus Senior Financial Life Advisor Bob Stone recently hosted a webinar on the upcoming tax season with Andy Bass, CPA, CWM®, PFS™. Bob and Andy discussed ways to prepare for tax season and outlined strategies that can help reduce your tax liability. Specifically, they covered:
- How basic strategies, including charitable giving concepts, can help enhance your overall after-tax wealth
- Why increasing interest rates change the landscape for shifting wealth including impacting charitable remainder trusts
- How to shift a future stock market rebound to heirs, tax-free
- Why you should start planning now for the income and estate tax increases set to take effect in 2026
Bob Stone is a Senior Financial Life Advisor and one of the original founding Partners at Telemus. Bob works with Telemus members to help them develop financial goals and investment strategies for the near to long term. Bob has more than 28 years of investment and financial industry experience and has helped members weather a wide variety of market situations across all stages of life. Bob is a graduate of the University of Michigan. He currently sits on the Board of Directors of the Karmanos Cancer Institute in Detroit, Michigan and on the Board of Directors at the University of Michigan Hillel.
ABOUT THE PRESENTER —Andrew Bass, CPA®, CWM, PFS™
Andrew Bass, CPA®, CWM, PFS™ has been a member of the Telemus team since its inception in 2005. As the Chief Wealth Officer, Andrew is responsible for all strategic financial and life management services. He works with high-net-worth members to ensure their financial life plans are designed to achieve realistic goals in both the short and long term. With both his B.B.A. and M.B.A. from the University of Michigan, Andrew brings an entire career’s worth of tax and financial services experience to Telemus. Prior to joining the team, Andrew was a real estate developer, worked at BDO Seidman, and was a Partner at Arthur Andersen where he was responsible for managing the tax and financial affairs of both personal and the related business interests of its entrepreneurial client base.
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