Webinar: Structure Assets for Tax Deferred Growth and Tax-Free Income by Alternative Tax Management

| Eastern Time (US & Canada) (GMT -5:00)

Thu Nov 5 at 1:00 PM EST | Eastern Time (US & Canada)

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Webinar will be recorded

WEBINAR OPENS IN

DAYS
HOURS
MIN
SEC

ABOUT THIS WEBINAR

Learn how to think long-term when it comes to financial planning. Understand how to utilize the tax code to grow wealth and generate tax-free income.

AGENDA

Review and compare ROTH IRA and QOZ Fund structures
Understand key rules and procedures to participate in programs
Position assets to qualify for a back-door Roth IRA
Harvest portfolio returns to rebalance concentrated stock positions and redeploy for tax-free growth and income

ADDITIONAL INFO

When: Thursday, November 5, 2026 · 1:00 p.m. Eastern Time (US & Canada)
Duration: 1 hour
Price: Free
Language: English
Who can attend? Everyone
Dial-in available? (listen only): Yes.
Dial-in Number: Please register for this Webinar to view the dial-in info.

FEATURED PRESENTERS

Jason Pueschel

Managing Director

Jason has led the design, syndication and capital raise of several alternative investment platforms. Over the past few decades, he has assisted Financial Advisors and Investors in the diversification of portfolios and reduction of tax exposure. ...

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Todd Lofgren

Tax Strategist

Todd has over 25 years experience in the financial services industry working with institutional asset managers providing investment solutions to financial advisors and CPAs. Todd utilizes his diverse background to partner with advisors,...

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HOSTED BY

Alternative Tax Management
Alternative Tax Management is an educational platform focused on tax mitigation strategies for Accredited Investors and their Advisors. We seek to provide access to best-in-class programs that maximize the use of tax incentives. Join us on our quest for tax efficiency.

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Structure Assets for Tax Deferred Growth and Tax-Free Income​

Jason Pueschel

Todd Lofgren

Alternative Tax Management

Structure Assets for Tax Deferred Growth and Tax-Free Income