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Webinar - Tax Planning

Webinar - Tax Planning

Zoom

November 19, 2026

5:00 PM - 6:00 PM

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P | 303-626-2446
E | johlfswm@lpl.com

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Suite 1170
Greenwood Village, CO 80111

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LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Fast 50, Denver Business Journal for 2022, is based on privately held, locally owned for-profit companies based on revenue gains from 2019-2021, with an average of at least $1 million in sales. Data submitted was audited by RSM, an accounting partner of the Denver Business Journal.

Fast 50, Denver Business Journal for 2025, is based on privately held, locally owned for-profit companies based on revenue gains from 2022-2024, with an average of at least $1 million in sales. Data submitted was audited by RSM, an accounting partner of the Denver Business Journal.

Denver Business Journal 40 Under 40 for 2018 recognizes business leaders under the age of 40 based on, but not limited to: community involvement, Leadership in business, and business recognition. 2018 winners were selected by 23 judges from 500 nominations for 259 individuals.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

AdvisorHub Advisors to Watch 100 Solo nominees are required to have a minimum of seven years of experience, $100m minimum AUM, and a clean regulatory record. Using data on assets, households, and production, advisors are ranked on three categories: scale, growth, and professionalism. The list is broken into several sub-lists: RIAs (fee-only), Over $1b, Under $1b, Next Gen, Women, Solo, and Fast-Growing. Please note that participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors.

AdvisorHub issued Advisors to Watch Next Gen 2025 on 6/12/25 based on the following eligibility requirements and data for 12/31/23 – 12/31/24: 7+ years experience, $150+ mil in assets under management, 2+ years at current firm, regulatory history, scale, growth, and professionalism. A total of 1984 applications were received and included team member/self-nominations, with 700 award recipients being recognized among several sub-categories: RIAs (fee-only), Over $1bil, Under $1bil, Next Gen, Women, Solo, and Advisors to Watch. No fee was paid to participate in or promote the award. This recognition is not an endorsement nor is it based on or indicative of any one client’s experience with the financial advisor, past investment performance, or a guarantee of future results.

Thrive 2019 applicants had to be based in the US, offer financial services to individual clients, and have a minimum revenue of $100,000. Applications were accepted from individuals, teams, and companies of all types and sizes - including solo advisors, ensembles, practices, family offices, registered investment advisors and independent broker-dealer reps.
Denver Business Journal's Investment Managers 2022-2025 information on the list was supplied by individual companies through questionnaires and could not be independently verified by Denver Business Journal. Only companies that replied to our inquiries were included in this list.

Denver's Largest Private Companies 2025 included the 121 largest private companies in the Denver area that generated more than $30 billion in combined revenue in 2024. Based in the seven-county Denver metro (Adams, Arapahoe, Boulder, Broomfield, Denver, Douglas, and Jefferson counties), these businesses employed nearly 16,000 people locally.

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