Proactive Tax Planning with a CPA and a Financial Planner

Proactive Tax Planning with a CPA and a Financial Planner

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Publish Date:
28 October, 2023
Category:
Financial Planning
Video License
Standard License
Imported From:
Youtube

When you’re working on your taxes in the spring, it’s far too late to change most of your tax picture. But by planning in advance, you can often reduce your tax burden. This webinar addresses balance in your financial planning, when to meet with your CPA and financial planner during the year, and specific strategies you can use to minimize taxes. #AdviceChaser


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