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Year-End Tax Planning Webinar - November 2024
Автор: Tobias Financial Advisors
Загружено: 2025-11-07
Просмотров: 4
Описание:
In this session, our Director of Tax Services, Lonnie Sluchak, CPA and our CEO, Marianela Collado, CPA/PFS, CFP®, CDS™ discussed year-end tax planning strategies, covering topics such as 401k and IRA contributions, Roth conversion, charitable giving and distributions, loss/gain harvesting, wealth transfer opportunities and more.
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