Tax-Efficient Investment Strategies

Date: Wednesday, September 7, 2022
Time: 11:45am - 1:00pm
Location: Carrabba's Italian Grill, 683 E University Pkwy, Orem, UT 84097
Speaker: Nathan Larsen, Squire

 

Recent market events have provided strategic opportunities such as tax-loss harvesting and roth conversions. In this presentation, Nathan Larsen from Squire Wealth Advisors will discuss these and other tax-efficient strategies that can be used to maximize after tax returns in investment portfolios.

Nathan Larsen

Nathan Larsen, CPA, PFS is a partner at Squire & Company, PC. He has spent 15 years working with high-net-worth clients implementing high-level tax and financial planning strategies to maximize his client’s wealth.

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