Year-End Tax Planning Webinar Recording

Visit the link below to watch our latest webinar and hear Stephen Cutting and Ryan Bouchey discuss important tax planning strategies to implement before the end of the year, with an emphasis on charitable giving.

If you would like to follow along with the presentation, you may view the slides at this link: 2019 Year-End Tax Planning Webinar Presentation

In addition, we have made a checklist available to assist with your year-end tax planning needs. You may access the checklist at the following link:  2019 Year-End Planning Checklist