9 Tax FAQs For High Net Worth Families
On Demand Webinar
Tax choices today shape tomorrow’s wealth.
For families with greater wealth—businesses, investments, estates—tax planning is an ongoing process that demands foresight and strategic coordination.
In this on-demand webinar, John Napolitano and CPA Bill Clement, Managing Partner at Southcoast Financial Partners, use real-world experience to break down tax strategies every high-net-worth family needs to know.
Who This Webinar Is For
This conversation is for high-net-worth individuals, business owners, and families who:
- Want to move beyond reactive tax planning and make strategic, year-round decisions
- Have complex financial lives that involve businesses, investments, or estate planning
- Are considering major financial moves like Roth conversions, succession planning, or changing state residency
- Want to protect and grow their wealth for both today and future generations
What You’ll Learn
Learn key tax strategies to help you reduce liabilities and maximize opportunities:
- When tax planning should happen – (It’s not just in April)
- Retirement tax myths – Why many high-net-worth families don’t end up in a lower bracket
- Roth conversions – When they make sense and how to avoid costly missteps
- Transferring a business to heirs – Strategies for gifting, discounting, and valuation
- Changing state residency – What you must do to ensure a clean tax break
- Charitable giving – How to donate smarter and maximize tax benefits
Keep more of your wealth working for you.
Get instant access to the expert Q&A. The way you structure your financial life today will ripple across future years, future generations, and future tax laws. This isn’t about playing games with the IRS. It’s about maximizing opportunity legally and strategically.