Financial Health Webinar Series for Individuals

Recording: Tax Planning for Investors

For investors and taxpayers, 2021 may bring some complexity, opportunities, and questions related to your portfolio and tax returns. Join us for a discussion on tax planning, and learn what you should be considering now so you don’t miss opportunities for the future. Topics include:

• Tax and legislative updates
• Financial planning: an important building block in your estate plan
• Income tax strategies to consider 

Speakers:

• Mike Prinzo, Managing Principal of Tax
• Melissa Labant, Principal
• Brian D’Orazio, Managing Principal of Wealth Advisory, CliftonLarsonAllen Wealth Advisors, LLC  

Markets are notoriously unpredictable, and developing a stable investment plan can be difficult. We’ll discuss current market trends and outline how effective investment and tax planning can help better position you to achieve your goals. 

Speakers

• Jamey Rappis, Principal
• Abby Butz, Senior Wealth Advisor, CliftonLarsonAllen Wealth Advisors, LLC
• Clayton Bland, Chief Wealth Advisory Officer, CliftonLarsonAllen Wealth Advisors, LLC
• Chris Dhanraj, Managing Principal of Investments, CliftonLarsonAllen Wealth Advisors, LLC

Join us for this complimentary webinar where we will provide a mid-year market and legislation update. We will also engage with industry professionals for a lively panel discussion on strategies for finding growth in public and private markets. 

Speakers:

• Tara Frazer, Managing Director of Communication and Culture, CLA
• Melissa Labant, Principal, CLA
• Chris Dhanraj, Managing Principal of Investments, CliftonLarsonAllen Wealth Advisors, LLC
• Gene Munster, Managing Partner and Co-Founder, Loup Ventures
• Kevin Yousif, President, Yousif Capital Management