16 Nov
Year End Tax Planning Webinar

Description

Join us for an hour long discussion on year end tax planning. Learn which strategies might benefit you when it comes to filing your 2023 taxes.

Agenda:

1.What is Tax Planning?

2. Review six common strategies:

  • Tax Loss Harvesting
  • Qualified Charitable Contributions
  • Roth Conversions
  • Distribution & Income Planning
  • Estate Tax Considerations
  • Investment Specific Tax Planning

3. What are the implications of these strategies?


Host: Cameron Fraker, CFP® - LPL Financial Advisor

Date and Time

Thu, Nov 16, 2023

5:00p - 6:00p MST

Location

Zoom

PT1H

Event Registration