You are invited to our year-end tax planning discussion, hosted by Boyan Doytchinov. Due to tax changes introduced by the SECURE Act and the CARES Act within the past year, it’s more important than ever to evaluate your long-term tax planning strategy.
Please join our Zoom webinar on Tuesday, December 8th at 2 PM or Wednesday, December 9th at 7 PM. Details below.
During the session, we will boil down and explain important factors when considering long-term tax planning strategies, such as:
- Roth conversions
- Getting around Roth IRA income limits via the Backdoor Roth or Mega Backdoor Roth
- Charitable donation techniques such as Donor Advised Funds, donating appreciated securities, or Qualified Charitable Distributions
- Tax loss versus the less-common gains harvesting
- Different types of retirement accounts
Please RSVP and submit questions to email@example.com with the subject “Tax Planning Webinar”
Join Zoom Meeting:
I look forward to "seeing" you on next week.