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Ask the Expert Series: Tax Strategies for the Portfolio Life
Thu, Mar 05
|Virtual Event
Managing taxes for portfolio income, philanthropy, and legacy planning.
Time & Location
Mar 05, 2026, 11:00 AM – 11:45 AM EST
Virtual Event
About the event
Topic: Tax Strategies for the Portfolio Life
Speaker: Justin Smith, CPA
Focus: Managing taxes for portfolio income, philanthropy, and legacy planning.
Each month, Third Half Advisors and the INDY Collective bring you thoughtful, interactive conversations with trusted experts across the Portfolio Life — health, finance, creativity, and mindset.
Live conversations that spark clarity, confidence, and connection. These aren’t webinars; they’re lively, small-group gatherings designed for reflection, insight, and exchange.
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