Annex Wealth Management - Mequon
12200 Corporate Parkway, Suite 800
Mequon WI 53092
Doors Open: 5:30pm
- 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
- Receive our free guide, Optimizing Through Change. 2025 Year-End Tax Planning, at this event.
Presenters
Deanne Phillips, CFP®, CDFA®, ABFP℠
Tom Berkholtz, CFP®, EA, ECA Senior Financial Planner, Team Lead
