Major financial events—such as the sale of a business, real estate, or concentrated stock positions, as well as large settlements or income spikes—create both opportunity and complexity for High-Net-Worth (HNW) clients. Advisors are often expected to guide these moments but may not always recognize when specialized, tax-advantaged strategies should be part of the conversation.

This session equips professionals to identify planning opportunities and understand a range of tax-advantaged strategies, including real estate structures, Opportunity Zones, oil and gas investments, charitable planning techniques, and Qualified Small Business Stock (QSBS). Participants will gain a practical foundation in how these strategies work, their tax implications, and when they may enhance a client’s after-tax outcome.