Strategic Wealth Collaboration
Delivering key insights before a distinguished crowd, Greg Banner presented “Navigating the Unknown: Tax Planning and Legislative Uncertainty”
SAN DIEGO, CA, UNITED STATES, July 21, 2026 /EINPresswire.com/ — A seasoned wealth advisor with more than three decades of broad expertise, Greg Banner — CEO of Asset Preservation Strategies — was chosen by Marcus Evans to deliver an exclusive session at the June 2026 Summit. The landscape of tax planning has grown increasingly intricate. With ever-changing regulations, shifting global tax structures, and political volatility, wealth managers and family offices confront considerable hurdles in protecting assets and maximizing returns after taxes. Greg Banner outlined forward-looking strategies for mitigating risk and seizing opportunities amid an unpredictable legislative climate. The high-impact discussion covered: Qualified Opportunity Zones, Tax Loss Harvesting, QSBS, Real Estate Toolkit Essentials, Oil & Gas, Private Placement Life Insurance, Concentrated Stock Positions, Deducting Advisor Fees, Estate Tax Planning, Charitable Planning, Advanced Trust Planning, and State Tax Planning.
“My extensive work with ultra-high net worth clients has given me a deep grasp of how to prepare for and adapt to legislative uncertainty involving complex financial portfolios. Sharing these techniques with fellow professionals and helping them apply them in their own practices is both fulfilling and inspiring.” -Greg Banner, CEO and Wealth Adviser at Asset Preservation Strategies
About Asset Preservation Strategies, Inc.:
Asset Preservation Strategies delivers collaborative wealth management for high-net-worth individuals and families. For nearly three decades, their skilled financial advisors have concentrated on partnering closely with affluent individuals and families to develop tailored client portfolios. These portfolios integrate sophisticated tax planning and advanced estate planning strategies, done in careful coordination with every professional involved in managing the client’s finances. As fiduciaries, the APS team is legally obligated to prioritize client interests — and beyond that, their passion and core mission is to promote responsible stewardship of assets while pursuing the best possible results for each client.
Investment Advice is offered through Belpointe Asset Management, LLC, 500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521. Additional information about Belpointe Asset Management is available on the SEC’s website at www.adviserinfo.sec.gov. It is important to read our disclosures available at: https://belpointeasset.com/disclosures
Paula Steurer
Sterling Public Relations
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