Asta Sanders has 25 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™, an Enrolled Agent, and a Certified Private Wealth Advisor®. She maximizes wealth by combining tax, investment, retirement, and estate planning.
This webinar introduces tax-saving strategies for business owners and high-net-worth individuals. It covers Captive Insurance Companies' role in risk management and tax savings and their broader benefits, such as asset protection, wealth accumulation, and business stability. The presentation will also outline different strategies for tax minimization when converting a large IRA to a Roth IRA.
