StrategIQ Perspectives - Introduction to Tax Diversification - Part 2
Watch the latest episode of StrategIQ Perspectives, with Michael A. Jankowske, Vice President, Estate and Charitable Planning with StrategIQ Financial Group, LLC, and Rebecca Wallenfelsz, Partner with Chapman and Cutler LLP. This episode is part two of an introduction to the concept of Tax Diversification, what it is, the many different taxable and non-taxable categories within it, and how they are used in estate, tax, and overall financial planning. Additionally, Mike and Rebecca will expand on the tax-exempt categories under tax diversification.
StrategIQ Financial Group, LLC is a nationwide wealth management company for high-net-worth individuals and their families, business owners, and executives. We take a holistic approach to wealth management, dealing with all aspects of a client's wealth, including investments, taxes, estate planning, charitable trust services, and more.
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Music Credit:
Song: DayFox & MusicbyAden - Poolside
Music provided by Vlog No Copyright Music
Creative Commons - Attribution-ShareAlike 3.0 Unported
Video Link: https://youtu.be/XIX1q0-Rndg
Video Clip Credits:
Workshop: Video by Kevin Yau from Pexels
Workers Welding: Video by ArtHouse Studio from Pexels
Couple Packing Oranges: Video by Jack Sparrow from Pexels
Paying With Credit Card: Video by Kampus Production from Pexels
Busy Day At The Park: Video by Ömer Gökyar from Pexels
Combine Harvester: Video by Italo Bicca from Pexels
Shopping Mall: Video by Amer Mansour from Pexels
Stock Trading Screen: Video by Tima Miroshnichenko from Pexels
Stock Market Analysis: Video by Tima Miroshnichenko from Pexels
