Year End Tax Planning Webinar

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.

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