StrategIQ Perspectives - Tax Diversification: Tax Shelters

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 episode, they delve into the realm of tax diversification, focusing on a crucial aspect: tax shelters. By thoroughly explaining the concept and shedding light on its role within the broader tax diversification strategy, they offer invaluable insights to investors seeking to curtail taxable liabilities in their overall investment approach. Gain a comprehensive understanding of how to enhance tax efficiency over a lifetime, ultimately reducing the burden of full tax obligations.
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.


Got questions? Reach out to your advisor, complete the contact form below or contact us:

By Phone: 888-363-7147
By Email:

Schedule An Introductory Call

Music Credit:
Song: DayFox & MusicbyAden - Poolside
Music provided by Vlog No Copyright Music
Creative Commons - Attribution-ShareAlike 3.0 Unported
Video Link:

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