Tax Strategy for Successful Owners: Keep More of What You Make!

• 11:15AM - 11:45AM • Workshop Room 5

Your taxes are going up in 2025. Do you have a written (forward-looking) tax plan that integrates your business and your investments to help you tax-efficiently grow your wealth? I'm NOT talking about miscellaneous write offs, but about how you can use some massively underutilized "loopholes" that are legal and permitted by the I.R.S. Tax planning is not magic -- it's math. And I regularly meet with owners that will pay 10x more in taxes over their lifetime than required -- because they are not taking advantage of these techniques that I will share with you. Join us for an eye opening discussion!

Presented by:

Stefan Whitwell CFA, CIPM, Whitwell & Co., LLC

Stefan Whitwell is a graduate of The Wharton School of Business at the University of Pennsylvania. He also earned the CFA (Certified Financial Analyst) Charter from the CFA Institute in 2000. Having worked on Wall Street for James D. Wolfensohn, Inc. and Goldman Sachs, he combines Wall Street knowledge and insight with Main Street USA decency and values (like listening). But most importantly, he's a bad violinist, a father to four, married and loves spending time with his family outdoors, as does his two year old german shepherd puppy.
Stefan Whitwell is a graduate of The Wharton School of Business at the University of Pennsylvania. He also earned the CFA (Certified Financial Analyst) Charter from the CFA Institute in 2000. Having worked on Wall Street for James D. Wolfensohn, Inc. and Goldman Sachs, he combines Wall Street knowledge and insight with Main Street USA decency and values (like listening). But most importantly, he's a bad violinist, a father to four, married and loves spending time with his family outdoors, as does his two year old german shepherd puppy.
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