WEBINAR: Year-End Tax Planning for Individuals

This webinar will highlight tax planning strategies for individuals, providing insight to help you navigate the best path for you and your family regarding deductions and exemptions for the upcoming year. We’ll feature perspectives from our in-house team of fiduciaries at Saltmarsh Financial Advisors, LLC as they share considerations for investments and related impacts to estates, trusts and retirement planning, including: Investment gains harvesting & loss harvesting (including cryptocurrency) Roth conversion strategies Required minimum distributions (RMD) & qualified charitable distributions Inherited RMDs New Rule vs. Old Rule Contributions to IRA, Roth and other deferred compensation/retirement accounts And much more! This webinar featuring Saltmarsh tax experts, Suzanne Cox, CPA, CIT, and Michael Cole, JD, MSPA, is the third in our Year-End Tax Planning webinar series to help you make the most of tax planning. Special guest: Chris Stennett, CFP, from Saltmarsh Financial Advisors, LLC.