Year End Tax Planning Webinar

November 29, 2023

Please join us for our Year End Tax Planning Webinar! As we approach the end of 2023, our team will be discussing year-end tax planning to ensure that you are optimizing available tax strategies. Our webinar will be led by Nicole Gobel CPA, CDFA®, Vincenzo Testa CPA, CFP®, and Scott Strohecker, EA.

 

Topics will include:

• Maximizing Retirement Contributions

• Distribution Planning

• Real Estate Strategies

• Employer Stock Compensation

• Gifting Strategies

• Tax Updates

 

Listen to our team on Wednesday, November 29th @ 11:00 am ET.

Play Video
Posted in