05 Nov
Year-End Planning for Maximizing Tax Savings


You are invited to join us for our live webinar focused on year‑end tax planning to help you prepare for the end of 2020. Come and learn how this type of planning can help you optimize your tax situation for 2020-2021 and multiple years to come.

Feel free to invite your friends and loved ones. RSVP today!

Speakers:  Tom Vautin, CPA®, CFA®, CFP®, Senior Financial Planner, Portfolio Manager; Steven Davis, E.A., MST, Senior Tax Manager; and Steven Ross, MSA, Tax Advisor.

Date and Time

Thu, Nov 05, 2020

12:00p - 1:00p EST


This is an online event.


Event Registration