Beat The Clock! Tax Smart Wealth Strategies Lawyers Need Now
About this episode
This episode discusses tax smart wealth strategies for lawyers, focusing on wealth preservation and optimal financial planning.
Don’t wait to protect the wealth you’re building! Year end is quickly approaching. In this Legal + Wealthy episode, host Lauren Klein, Esq. along with our special Guest Erik Brenner, CFP break down why wealth preservation requires entirely different strategies than wealth building. Learn the optimal timing for Roth conversions, tax-efficient charitable giving tactics, and how these strategic moves can save you thousands in taxes over your lifetime. Erik Brenner is a Certified Financial Planner with over 30 years of experience specializing in high-net-worth individuals, pre-retirees, business owners, and professionals. As CEO of Hilltop Wealth & Tax Solutions, he leads a fiduciary firm that uniquely integrates advanced financial planning with in-house tax strategy. Erik is the author of The Personal CFO Revolution and pioneered the concept of bringing family office-level wealth management to professionals who aren’t yet billionaires. Timestamps: [00:01:00] – [00:07:30] Welcome & Introduction: Building Wealth You Won’t Lose. Lauren introduces Erik Brenner and sets up the episode’s focus on retirement planning from a…
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