The April 2021 PridePlanners Knowledge Circle will be held on Tuesday, April 13th at 12 pm ET.
Knowledge Circle host Marta Shen will be presenting, "LGBT+ Tax Planning in a Changing World."
Marta will
discuss tax planning ideas and address strategies and considerations for gay and lesbian couples.
Learning Outcomes:
- Understand landscape of tax planning for gay and lesbian couples before and after Obergefell case.
- Evaluate tax planning opportunities clients may have such as:
- Tax bracket arbitrage
- Income and Expense Shifting
- Tax planning relating to starting a family
- Using your business for tax opportunities
- Identify considerations unique to LGBT+ tax planning
Marta Shen has over 30 years’ experience in financial services, with over 24 years’ experience as a financial advisor.
She is the founder Spring Street Financial of Raymond James with offices in Atlanta and Seattle, where she is senior vice president of wealth management.
Marta’s professional background as a Certified Public Accountant, Attorney and Certified Financial Planner™ professional helps provide a deeper appreciation of the complexity of a client’s financial framework. Tax planning is critical in this framework, as it is not what you earn, but what you keep and utilize wisely, that matters.
One thing that differentiates Marta from many other financial consultants, on the consulting side, is the experience she has with real estate investment analysis. In addition to reviewing real estate investments in terms of portfolio allocation, she has a personal passion for real estate investing having personally been involved in over two dozen real estate transactions as an investor.
She is co-chair of the Pride Financial Advisor Network and serves on the Diversity and Inclusion Council at Raymond James.
Marta lives in Seattle WA with her partner Carrie and two sons, Matthew and Richard.
Approved for 1 CFP CE Credit
Please note, this Knowledge Circle will run a little different. The registration link will take you to our new Learning Management System at fpalearning.onefpa.org. You will register here and on the day of the webinar you access the call by going to this website and going to your dashboard.