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Year End Tax Planning Webinar Highlights - November 2025
Автор: Tobias Financial Advisors
Загружено: 2025-12-09
Просмотров: 13
Описание: Listen in on highlights from our Year-End Tax Planning Webinar, where our Director of Tax Services, Lonnie Sluchak, CPA and our CEO, Marianela Collado, CPA/PFS, CFP®, CDS™, discuss year-end tax planning strategies. They provided insights on 401k and IRA contributions, Roth conversions, charitable giving and distributions, loss/gain harvesting, wealth transfer opportunities, as well as cover the tax implications of the recently passed “Big Beautiful Bill” and how it may impact you.
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