Certified Financial Planner, Paresh Shah will show how today’s evolving tax environment, high-income and high-net-worth clients face increasing pressure to protect and preserve wealth. This session explores synergistic strategies across income tax deferral, long-term capital gains minimization, and estate tax elimination. We will introduce advanced planning techniques—such as Captive Insurance, DSTs, Cash Balance Plans, and more—that professionals can integrate into their advisory framework. Attendees will leave with actionable ideas to enhance client value and deepen professional collaboration.