The Tax Drag of NYC: Advanced Wealth Management Strategies for New Yorkers
New York's high tax rates require a holistic and proactive approach to wealth management. This program provides an overview of essential, tax-aware strategies for HNW individuals in NYC and NYS. Key topics include minimizing the "tax drag" on investment portfolios using techniques like tax-loss harvesting and Direct Indexing, the strategic application of tax-advantaged retirement vehicles (e.g., Backdoor Roths and Mega Backdoor Roths), and the critical role of asset location (placing tax-inefficient assets in tax-sheltered accounts) to maximize after-tax returns.
Thank You to our Sponsor!
Start Date:
- February 18, 2026
Start Time:
- 3:00 PM
End Time:
- 4:00 PM
Total Credit(s):
- 0.0
Region:
- Virtual Participation
- Sam Swenson, CPA/CFP, Range, Head of Strategy
- Tony Molina, CPA, Range, MC/Head of Content
Format:
- Webinar
Product Code:
- MISCFEB1826
NYSBA Member Price:
Free
Join (or renew) for special member pricing
Non-Member Price:
Free
Sponsoring Committee Group
- Committee on Continuing Legal Education
- Committee on Law Practice Management
