Our year-end tax planning webinar is with a special guest speaker Richelle Maguire, CPA, MST, AEP. We reviewed a broad list of topics from year-end equity compensation planning to charitable planning, retirement plan considerations and contribution limits. Richelle also gave us her current insights into the consequences of the MA Millionaire tax.
Did you miss our previous article...
https://wealthvideos.club/Financial-Planning/the-best-financial-planning-spreadsheetsever