StrategIQ Perspectives - Tax Diversification Tales: Part 1

Watch the latest episode of StrategIQ Perspectives featuring Michael A. Jankowske, Vice President of Estate and Charitable Planning at StrategIQ Financial Group, LLC, and Rebecca Wallenfelsz, Partner at Chapman and Cutler LLP. In this installment of their tax diversification tales series, Mike and Rebecca discuss real-life scenarios in which clients effectively used different financial buckets within the comprehensive tax diversification strategy. These approaches aided their financial positions and optimized wealth placement for maximum tax mitigation.
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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