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Westpac Wealth Partners Presents: Capital Gains: Strategies, Rules and Planning Part 1
Host: Marko Mijuskovic, MBA, MSIS, CExP
Featured Speaker: Charles Au, CPA
Topics Covered:
- Tax Advantaged Accounts
- Cash Balance Plans
- OBBB Changes
- 351 Exchange
- QSBS/1201
- Tax Loss Harvesting
- Donation and Gifting Strategies
- Qualified Opportunity Funds
- Exchange Funds
- Utilizing 0% Capital Gains Rate
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Date and Time
Monday Apr 27, 2026
12:00 PM - 1:00 PM HST
Monday, April 27, 2026
12:00 -1:00 pm
Location
RSVP: https://us02web.zoom.us/webinar/register/WN_CCZS9f3vS3CwVdSYM32NHg
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Printed courtesy of www.cochawaii.org – Contact the Chamber of Commerce Hawaii for more information.
733 Bishop Street, Honolulu, HI 96813 – (808) 545-4300 – info@cochawaii.org