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Year-End Tax Planning and Market Update
December 4 @ 8:30 am - 9:30 am Eastern
Please join CBM for an informative webinar scheduled for Wednesday, December 4th, from 8:30 am to 9:30 am EST, featuring Richard E. Morris, CPA, MST, executive vice president and director of tax services, and Gregory M. Estes, CFA, senior portfolio and relationship manager.
As the year draws to a close, it’s crucial to take proactive steps to optimize your financial situation. In this webinar, Richard and Gregory will provide you with valuable insights on year-end tax planning and offer a comprehensive market update, ensuring you’re well-prepared for the financial challenges and opportunities that lie ahead.
Key topics to be covered include:
- Strategies to reduce your tax liability before the year ends.
- Identifying investment opportunities and managing risks in a dynamic market.
- Tax-efficient investment approaches.
- Navigating potential tax law changes and their impact on your finances.
- Maximizing your financial goals for the upcoming year.
Prepare for the new year, attend the webinar and ask the questions you have been holding onto.