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
Hosted by:
Scott Mazuzan, CFP®, Principal, Private Client Advisor
Click this link to view the webinar.