26 Oct
Lunch & Learn on Zoom | What's Next: End of Year Tax Planning


Are you ready for the end of 2021? What tax strategies do you need to take advantage of before the end of the year?
  • Retirement Account Contributions
  • Roth IRA Conversions
  • Qualified Charitable Distributions
  • Capital Gains Taxes
  • And More
Join us for this interactive webinar to learn more about these time-sensistive tax planning stratgeies.

Have friends or family with questions as well? Great! Invite them to join us for this interactive Lunch & Learn.

Date and Time

Tue, Oct 26, 2021

12:00p - 12:30p MST



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