Resources

Did you miss our 3 part webinar series in December? If so, or if you’d like to revisit some of the content, below you can access the videos of the recordings.

Roth Conversions and Help Maximize 24% Tax – RECORDED December 2, 2020 – WATCH THE RECORDING OF THE WEBINAR

Year-End Business Tax Planning – RECORDED December 9, 2020 – WATCH THE RECORDING OF THE WEBINAR

Qualified Charitable Donations/Highly Appreciated Stock/Donor Advice – RECORDED December 16, 2020 – WATCH THE RECORDING OF THE WEBINAR