Webinar: Strategies Designed to Minimize Taxable Income by Alternative Tax Management

| Eastern Time (US & Canada) (GMT -4:00)

Thu Oct 8 at 1:00 PM EDT | Eastern Time (US & Canada)

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Webinar will be recorded

WEBINAR OPENS IN

DAYS
HOURS
MIN
SEC

ABOUT THIS WEBINAR

Long-term planning can greatly increase after-tax wealth and income received over one's lifetime. Tax-advantaged structures and
investments can allow for the creation of silos for tax advantaged or tax-free income.

AGENDA

Learn key structures and strategies to generate tax advantaged or tax-free income.
Discuss similarities between QOZ Funds and ROTH IRAs that may provide tax-free growth and income.
Understand how characterization of fund income distributions can impact long-term taxation.
Review the benefits of passive income vs. active income and how to create passive income streams.

ADDITIONAL INFO

When: Thursday, October 8, 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. ...

Full Profile

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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Strategies Designed to Minimize Taxable Income​

Jason Pueschel

Alternative Tax Management

Strategies Designed to Minimize Taxable Income