FEPCMD Dinner Event - "Advanced Year-End Tax Reduction Strategies"
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Advanced Year-End Tax Reduction Strategies
Join us for an evening dedicated to reducing 2026 taxes and strengthening your overall wealth plan. We’ll cover a wide range of timely year-end strategies, from advanced charitable trust planning to income-shifting opportunities, and other proactive steps to help significantly lower taxes before December 31. Jonathon Morrison will lead a conversation centered around advanced tax-saving and estate planning strategies designed to help you finish the year with clarity and confidence.
Agenda:
- 5:15 pm - Cocktails and appetizers
- 6:00 pm - FEPCMD Announcements
- 6:10 pm - dinner is served
- 6:30 pm - Jonathon Morrison's presentation
- 7:30 pm - Conclusion
Cost to attend:
- Members (regular) - $85
- Next Gen Members (age 35 and under) - $65
- Non-members - $100
Cocktails, appetizers, dinner and dessert is included. Please make a note in the "Special Requests" section of the registration if you have any dietary restrictions.
About Jonathon Morrison, JD
Senior Partner, Tax and Family Wealth Planning - Frazer, Ryan, Goldberg & Arnold, LLP
A renowned innovator and technician in his space, Jonathon’s thought leadership and knack for developing novel, cutting-edge solutions has resulted in multiple advances in the field of advanced tax and estate planning. In addition to publishing multiple peer-reviewed articles featured on the cover of the national Estate Planning Journal (the top legal journal in the field), Jonathon has been featured in Forbes, Fortune, Bloomberg, and Barrons.
For nearly 20 years, Jonathon has practiced with top tax and estate planning law firms on the West Coast (most notably, the personal tax planning group associated with Wilson Sonsini, the “go-to” law firm in Silicon Valley which led IPOs for Apple, Google, Amazon, Tesla, and hundreds of other top tech companies). Jonathon estimates that he has been directly involved in more than 1,000 major advanced estate planning transactions nationwide.
