Tax Strategies for High-Net-Worth Individuals: Revolution Group’s Exclusive Learning Event
At Revolution Group, we recognize that effective tax planning is a cornerstone of wealth preservation and growth. For high-net-worth individuals, business owners, and families, tax strategies must go beyond compliance—they must be proactive, comprehensive, and integrated with overall financial goals.
Our upcoming learning event will equip you with the knowledge and strategies needed to minimize tax liabilities and optimize your wealth in 2025.
This exclusive event will feature Michael M. Rahn, CPA, CFP®, whose expertise in tax planning and wealth management ensures you receive insights tailored to your unique financial situation. Whether you need advanced estate planning, investment tax strategies, or business tax structuring, this session will offer actionable solutions.
Comprehensive Tax Planning for 2025 and Beyond
High-net-worth tax planning requires a multi-faceted approach. Our event will cover essential areas, including:
1. Advanced Wealth Transfer and Estate Planning
Preserving wealth across generations demands meticulous planning. Learn how to utilize trusts, lifetime gifting, and inheritance strategies to minimize estate taxes and ensure a smooth wealth transition.
2. Strategic Investment Tax Planning
Investment decisions can have significant tax implications. Discover tax-efficient investment vehicles such as municipal bonds, private equity structures, and real estate ventures that can optimize after-tax returns.
3. Business Tax Structuring and Executive Compensation
For business owners and executives, structuring entities properly can provide significant tax advantages. This session will explore pass-through income strategies, stock options, restricted stock units (RSUs), and QBI deductions.
4. Maximizing Retirement and Tax-Advantaged Accounts
Taking full advantage of 401(k) contributions, Roth conversions, Health Savings Accounts (HSAs), and 529 planscan offer long-term tax benefits.
5. Advanced Tax-Saving Strategies
We’ll explore complex tax strategies, including:
- Tax-loss harvesting to offset capital gains
- Deferring income and pre-purchasing expenses to optimize tax brackets
- Leveraging 1031 exchanges and opportunity zones for real estate investments
- Utilizing significant tax credits and deductions, such as renewable energy credits and conservation easements
Why Work with a Fiduciary Financial Advisor?
Navigating these tax strategies alone can be overwhelming. That’s why working with a fiduciary financial advisor is critical. Fiduciaries act solely in your best interest, ensuring your wealth management and tax planning are aligned. Revolution Group collaborates with top-tier CPAs and tax professionals to keep clients ahead of tax law changes and market trends.
Meet Michael M. Rahn, CPA, CFP®
We are thrilled to introduce Michael M. Rahn, an expert in high-net-worth tax planning and financial strategy. His background includes:
Education & Certifications:
- MBA & Business Administration, University of North Dakota
- Certified Public Accountant (CPA) – Licensed in Nebraska, Iowa, and North Dakota
- Certified Financial Planner™ (CFP®)
- Member of Financial Planning Association & Investments & Wealth Institute
Michael brings an unparalleled depth of knowledge in financial planning, helping clients achieve greater tax efficiency, investment optimization, and long-term wealth preservation.
Secure Your Spot at the Learning Event
This event is designed for individuals who seek to proactively manage their tax liability and maximize their financial potential in 2025.
Event Details:
Date: Tuesday, February 25, 2025
Location: Champions Run, 13800 Eagle Run Dr, Omaha, NE 68164
Time: 4:30 PM
️RSVP: https://www.
Why Attend?
Gain exclusive insights into tax strategies tailored for high-net-worth individuals Learn from industry experts and Revolution Group’s top fiduciary advisors Get ahead of tax law changes and protect your wealth for generations
Don’t miss this opportunity to take control of your financial future. Reserve your seat today and start 2025 with the strategic advantage you deserve!