Strategic Tax Planning for Important Financial Transitions

Major financial decisions often carry long-term tax consequences. Strategic planning can help shape those outcomes.

Join us for an educational forum focused on strategic tax planning for individuals and families facing important financial decisions. This session will explore how forward-looking planning can help potentially reduce lifetime tax exposure and improve financial outcomes during major financial transitions.

Rather than focusing on tax preparation, this discussion will highlight how thoughtful planning can help coordinate investment decisions, retirement income strategies, and charitable giving within a broader financial strategy.

Who This Forum Is Designed For

This forum may be particularly valuable for individuals and families who:

• Are approaching or recently entering retirement
• Own or recently sold a business
• Have accumulated significant retirement accounts
• Hold highly appreciated investments or concentrated stock positions
• Are expecting or have received a meaningful inheritance
• Want to better understand how tax planning fits within a long-term financial strategy
• Are navigating financial decisions following the loss of a spouse

This forum is designed for individuals with more complex financial circumstances, including business owners, executives, retirees, and those approaching retirement.

Forum Host

     
Brent Jackson has spent more than three decades helping clients navigate complex financial decisions with a disciplined and tax-aware planning approach.

The forum will be led by Brent Jackson, Founder and Chief Investment Strategist of Jackson Wealth Management.

Jackson Wealth Management specializes in helping individuals and families coordinate investment strategy, retirement planning, and tax-aware financial decisions through a disciplined, long-term planning approach.

This discussion will draw on real-world planning scenarios frequently encountered by business owners, executives, and retirees as they navigate major financial transitions.

Topics We Will Explore

During the forum we will explore planning concepts such as:

• Understanding the potential tax impact of large retirement accounts and future Required Minimum Distributions (RMDs)

• Strategic Roth conversion planning and managing tax brackets in retirement

• Tax considerations when selling a business or experiencing a major liquidity event

• Planning opportunities for individuals with highly appreciated investments

• Coordinating charitable giving strategies within a tax-efficient financial plan

• Understanding how tax rules may change for a surviving spouse

These topics are intended to help attendees better understand how thoughtful planning today can influence long-term financial outcomes.

Event Location

The forum will be held at the University of Findlay College of Business in the Whitson Grand Auditorium (CBSL 232), located on the second floor.

Parking is available directly beside the building in Lot 20 (see parking map below).

Supporting Our Community

Instead of charging an event fee, guests are invited to consider making a $10 donation to support the United Way of Hancock County’s Free Tax Preparation Program (VITA).

This program provides free tax preparation assistance to lower-income individuals and families in our community.

If you wish to participate, please use the link below and select “VITA Directed Donation” in the Work Affiliation field when making your contribution.

Donate to VITA

You can learn more about this program here

Registration and Event Details

Attendance is intentionally limited to maintain a focused and engaging environment, and advance registration is requested.

Light refreshments will be available beginning at 5:30 PM, with the program starting promptly at 6:00 PM.

This session is intended as an educational forum rather than a promotional seminar and will focus on tax planning concepts designed to provide general insights rather than promote specific investment products.

Parking and Entrance Map

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC