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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PLANNING SOLUTIONS FOR THE TWO MILLION AMERICANS EARNING OVER $500K