Cannon Financial Institute

Tax Strategies for the Affluent

Cannon’s Tax Strategies for the Affluent program will encompass  advanced planning issues with trusts, estate, gift and income tax. Participants will also learn how to use annuities as a tax deferral strategy. 

Topics

  • Advanced Planning Issues With Trusts—Estate, Gift and Income Tax Considerations
  • Irrevocable Trusts Created at Death
  • Irrevocable Trusts Created During Life
  • Advanced Planning Issues With Income Taxes
  • Using Annuities as a Tax Deferral Strategy

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