Webinar - Tax Planning

Zoom
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As we approach the end of the year, proactive tax planning is more critical than ever, especially with significant recent changes to deductions, credits, savings accounts, and more. Don't wait until tax season to discover the impact on your wealth!

Join Financial Advisor Cameron Fraker, CFP®, for this crucial, forward-looking webinar featuring a special guest, Bryan Schmitt of Schmitt & Associates, a trusted local Certified Public Accountant (CPA).

 

Agenda:

1. What is tax planning? 

2. Common tax strategies 

  • Tax Loss Harvesting, Gifting Strategies, Distribution and income planning

3. O3B Review 

  • Tax Brackets, Estate Tax Exclusion, Mortgage Interest, Additional Standard Deduction for ages 65+, Auto Loan Interest, Trump for Babies, Charitable Tax Deductions 

4. Summary 

5. Q & A

RSVP is required. Click here to save your spot!: https://us06web.zoom.us/webinar/register/WN_TP0d3-IJQ4aLhUQB1AD2IA 

About our guest host: Bryan Schmitt, CPA, CFP®, MT

 

 

Over the years, I gained experience at a variety of firms ranging from a mid-sized practice to a large regional firm with four offices, and ultimately a national Big Four accounting firm. I later spent several years at the College for Financial Planning, which expanded my expertise beyond tax and accounting and strengthened my ability to advise clients on a broad spectrum of financial matters. When I’m not in the office, you’ll likely find me on the golf course, doing my best to embrace the game’s many challenges.

 

 

Bryan Schmitt and Schmitt & Associates are not affiliated with or endorsed by LPL Financial and Johlfs Wealth Management.