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FLP Webinar Series: End of Year Tax Planning & the Impact of OBBBA

Does your current tax management plan need updating?

Presented by

Scott Mazuzan, CFP®, Principal, Private Client Advisor

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Does your current tax management plan need updating? FLP Advisors Tom Goodwin, CFP®, EA, GFP, and Rob Sherman, CFP®, CPA, PFS, break down year-end tax planning in light of recent changes to tax codes. They covered tax rates & brackets, Medicare premium adjustments, Social Security, ROTH conversions, retirement account distributions, Inherited IRAs, and charitable and family gifting.

Speakers:

Tom Goodwin, CFP®, EA, GFP, Principal, Private Client Advisor
Rob Sherman, CFP®, CPA, PFS, Principal, Private Client Advisor

About F.L.Putnam Investment Management Company

F.L.Putnam is an independent registered investment advisor that serves a broad and diverse group of clients including individuals, single and multi-family offices, endowments, foundations, and RIAs. The firm provides a comprehensive suite of investment, financial planning, trust, and family office solutions that help clients build, preserve, and manage their wealth. Headquartered in Lynnfield, Massachusetts, F.L.Putnam has been serving clients nationally for more than 40 years. For more information, please visit www.flputnam.com or follow F.L.Putnam on LinkedIn.

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