About the webinar
What is a "Tax Control Triangle?" Why does it matter?
Tax diversification is a strategy that can increase your income by minimizing the impact of taxes on your investments. In this informative webinar, we will explore the financial cost of your investments, including assets such as antique cars and real estate, and how taxes can affect them.
Taxes are often overlooked, much like oxygen, but they are crucial in determining your overall investment returns. We will help you identify tax-advantaged strategies that can help you maximize your wealth in four key areas:
1. Understanding the True Cost of Your Investments:
Investing comes with actual costs that reduce your return on investment. We will guide you on minimizing investment costs to maximize your gains.
2. How Taxes Rob You of Your Financial Freedom:
There are three ways to be taxed: now, later, and never. You could face negative consequences if you need to understand how taxes work. We will explain how taxes can impact your financial freedom.
3. Kicking the Can Down the Road: Does it Work?
Delaying tax planning can adversely affect your future retirement income. We will help you position your money today to avoid tax disadvantages in the future.
4. The Internal Revenue Code Allows for Cash Freebies:
Who doesn't love tax-free money? We will teach you about tax advantages and how to use them to increase your income.
By the end of this webinar, you will better understand how taxes impact your investments and how to locate tax-advantaged strategies that can help you maximize your wealth.
Your Instructor
Aaron W. Smith

Aaron Smith is an experienced financial advisor with 26 years of industry expertise. He holds a Bachelor of Arts degree in Sociology with a minor in Economics and a Master of Business Administration from the University of Richmond. Aaron is also a Certified Accredited Investment Fiduciary (AIF) recognized by the Centers for Fiduciary Studies. In addition to his academic and professional accomplishments, Aaron was a standout athlete, serving as a Running Back for the University of Richmond's football team. He is dedicated to helping individuals, entrepreneurs, and professional athletes achieve financial independence through prudent wealth management. Aaron prides himself on cultivating genuine connections with each client and is committed to helping them achieve their financial objectives.