5 Most Common Tax Structure Missteps We See from Long Angle Members

​High-net-worth individuals face complex tax risks that can cost millions if left unaddressed. This 60-75 minute webinar with the Agent team will walk through some of the most common tax mistakes they see with their clients. From missteps related to entity and trust design to poor concentrated-stock and underutilization of tax-efficient alternative investments. They’ll walk through what goes wrong, how to fix it, and proper go-forward tax hygiene.