Tax planning at every year-end is essential, but proper strategic action at the close of this year could be pivotal in order to make the most of current tax laws that would best set you up for the future.

In case you missed it, watch as our in-house experts at Sax Wealth Advisors and Sax LLP address the crucial need-to-knows for your year-end tax planning.

Webinar topics include:

  • Why estate planning should continue
  • Charitable planning strategies
  • Portfolio allocation for tax efficiency
  • Year-end capital gains distributions
  • RMDs, Roth Conversions, etc.
  • Opportunities to reduce taxable self-employment income

Click here for the slide deck from this presentation.