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Learn the importance of year-end tax planning and how it could reduce your lifetime income tax bill
Learn how The One Big Beautiful Bill Act's retroactive tax changes affect your tax and retirement planning for this year!
Learn what to do right now, during the months of October and November, the "sweet spot" for year-end tax planning.
See how running a “mock” tax return now can uncover opportunities to optimize your plan

Presenters

Eric Strom, CFP®, EA Director of Financial Planning

Tom Berkholtz, CFP®, EA, ECA Senior Financial Planner, Team Lead

Steve Scaffidi, Host WTMJ

Webinar: Year End Tax Planning by Annex Wealth Management

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