CAP STRAT’s Wealth Team presents monthly information on wealth accumulation, planning, and preservation.
This month, Neil and Mike present strategies in tax planning. Learn how tax planning works and what you should be thinking about year-round.
Private Wealth
May 2023 | Strategic Tax Planning
Neil Davies, CPWA®
Principal, Director of Private Wealth
Neil is a Certified Private Wealth Advisor® in the firm’s private wealth practice. Learn more about Neil.
Michael Babicz, CFP®
Private Wealth Associate
Mike advises individuals and families on various topics related to retirement and wealth accumulation and preservation. Learn more about Mike.
