Live Webinar

January 7, 2026 | 1:00 PM Central

High-net-worth investors face unique challenges in tax planning. From estate transfers to charitable giving, reviewing key strategies can help you make informed decisions and evaluate options for wealth and tax management. Changes to tax rules, retirement contributions, and deduction limits can create opportunities as well as complexities. Staying aware of these developments allows investors to coordinate strategies across estate planning, retirement projections, and charitable giving.

Join Kelly Gallagher, manager for Savant Tax & Consulting, and financial advisor Drake Grindle for a discussion on:

Enhancing estate planning with the permanent elevated federal exemption
Strategizing itemized deductions through bunching and charitable giving
Contributing to retirement plans and evaluating Roth opportunities
Planning capital gains through harvesting and opportunity zone investments
Leveraging the raised SALT deduction cap for high-income taxpayers

While all are welcome to attend our webinars, this event is designed for individuals who anticipate having at least $750,000 in investable assets within the next year. Our presenters typically speak with that in mind.

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Savant By the Numbers

17K+

Clients Served

1986

Year Established

46

Savant Offices*

202

Employee Member-Owners

$38.4B+

Client Assets - AUM & AUA**

**As of 10/1/2025. **Client assets (as of 9/30/2025) refers to client assets under management (AUM) $37.1b and client assets under advisement (AUA) $1.3b.

Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice and services to individuals, families, and businesses across the nation.

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