Watch our complimentary webinar to learn insights on the current tax and investment landscape, as well as explore strategies to help with year-end planning opportunities. We share how you may benefit from a seamless, holistic client experience of integrated income tax, estate tax, risk management, and wealth management services.
Year-end planning opportunities:
- Tax loss harvesting
- Qualified opportunity zones
- Rebalancing with eye towards asset location
- Required minimum distributions and qualified charitable distributions
- Charitable planning, including donor advised funds
Who should attend
This session is designed for individuals interested in market, economic, and tax updates.