Tax Planning and Investment Solutions

The 2023 Outlook by BlackRock
Recorded 12-15-2022

Controlling Capital Gains & Harvesting Losses in Volatile Markets
Recorded 11-2-2022

Inflation Reduction Act & Tax Planning Considerations for 2022
Recorded 11-1-2022

Medicare 101

Medicare 101: Part 2 –
Recorded 9-15-2022

Medicare 101: Part 1 –
Recorded 9-14-2022

Estate Planning

Improving Your Estate Planning –
Recorded 4-29-2021

Estate Planning: Where to Start –
Recorded 4-22-2021

2021: Change on the Horizon

Digital Scams & How to Protect Yourself –
Recorded 2-18-2021

2021 Market Outlook –
Recorded 2-4-2021

Planning for your 2020 taxes

Qualified Charitable Deductions/Highly Appreciated Stocks/Donor Advice Webinar –
Recorded 12-16-2020

Year-End Business Tax
Planning Webinar –
Recorded 12-9-2020

Roth Conversions and Help
Maximize 24% Tax 
Webinar –
Recorded 12-2-2020

How will the election affect your investments and future taxes?

2021 TAXES: CHANGES ON THE HORIZON Webinar –
Recorded 10-21-2020

Market Outlook Webinar –
Recorded 10-14-2020

Election Impact on Markets Webinar –
Recorded 10-7-2020