It’s hard to believe 2022 is now winding down. 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.

We invite you to attend our webinar presentation hosted by the in-house experts at Sax Wealth Advisors and Sax LLP on November 29 at 10 AM that will 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