Tim L. Voorhees, JD, MBA, AEP®, is a partner at Matsen Voorhees Mintz Law and President of its Family Office Services affiliate. Since beginning his career as a Wealth Counselor in 1978, Tim Voorhees has become a nationally-known financial and estate planner, speaker, and consultant. In addition to a Juris Doctorate, Tim holds a BA in economics and an MBA in finance. Since focusing on zero-tax-planning in 1990, Tim has had key roles in planning thousands of cases for clients with net worth ranging from $3 million to over $1 billion.. 
You'll Learn About:
Opportunities on Schedule A, B, C, D and E of the 1040
Climbing the income tax planning pyramid
High cash value life insurance funding
• Why advanced planning tools involve charity


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The material presented herein is for informational purposes only and should not be construed as an offer, or solicitation of an offer, to buy or sell securities. Although the following materials and discussions are brought to you by Cavalier Associates and WealthCounsel through the America’s Top Planner promotion, the opinions, discussions, perspectives and legal views expressed are those of the participants only, and do not necessarily reflect the views, opinions, or advice of Cavalier Associates or WealthCounsel. This material is for informational purposes only and should not be relied upon for legal advice. Although many of the topics presented may involve tax, legal, accounting, financial, or other issues, neither Cavalier Associates nor WealthCounsel are in the business of offering such advice, and hereby expressly disclaim any liability for unwarranted reliance on the discussions or materials provided herein. The following material was not intended to be used, and cannot be used, for the purpose of avoiding compliance with any laws or regulations generally applicable within the United States, specifically including without limitation, tax and estate planning laws. Individuals interested in these topics should consult with their own professional advisors to evaluate or pursue legal, tax, accounting or financial planning strategies. Additionally, Insurance Companies that may participate directly or indirectly in live events or general promotion do not endorse any of the planning ideas or individuals who have submitted said ideas.
PLANNING SOLUTIONS FOR THE TWO MILLION AMERICANS EARNING OVER $500K

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