Atlantic Chapter - Tax Managing Investments, Tools & Techniques
1.0 Credits
Member Price $20.00
Non-Member Price $30.00
Overview
Tax Managing Investments - Tools & TechniquesCredit(s) and Type: 1 Technical Business
Speaker Name(s): Noah Rubin, CFP, MBA Deepen your understanding of the intersection between tax planning and investment outcomes through techniques like direct indexing, active harvesting, and QCDs for IRAs. Discussion focused on the belief: “It’s not what client’s earn that matters, it’s what they keep after taxes that counts.”
Chapter Registration Contact
Name: Noah Rubin, CFP, MBA
Email: noah.rubin@wellsfargoadvisors.com
Meal Description
A variety of breakfast items will be served with an option of coffee or juice.
Non-Member Cost $30
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Call Member Services at (800) 342-3197.
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Florida Institute of CPAs
250 South Orange Avenue, Suite 300P
Orlando, FL 32809
Please make checks payable to: Florida Institute of CPAs
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General Session
- Tax Managing Investments - Tools & Techniques
Noah Rubin, Managing Director-Investments, Rubin Wealth Management of Wells Fargo AdvisorsNoah Rubin
As a former CPA, and now 16 years as a wealth manager, Noah’s daily activities include portfolio construction, planning for investment, estate, philanthropic, savings, retirement, and cash flow needs. His intentions are to work hard, be well educated in the trade, have years of experience, and care deeply. New clients are referred by CPAs who partner with Noah in a revenue sharing arrangement. Being capable, experienced, caring, and hard-working has resulted in him achieving a prominent career in the financial world.
Credits: 1 - Technical Business
This session is available to registrants only.
- Guest Price
- $30.00
Session Pricing:
Non-Member Price $30.00
Member Price $20.00