10 End-of-Year Tax Planning Tips

Over the last year, weve experienced an economic recovery from an ongoing global pandemic, a rash of supply chain issues, and new and pending legislation that has affected the tax picture and retirement planning.

How do all these issues and changes impact everyday taxpayers and investors? And how should you plan for potential future legislation that might alter existing tax laws and create new ones?

Join us for our on-demand webinar "10 End-of-Year Tax-Planning Tips with Carsons Jamie Hopkins, Managing Partner, Wealth Solutions, and Kevin Oleszewski, Senior Wealth Planner. They cover:

  • What to think through as the end of the year approaches
  • Changes to the child tax credit
  • Charitable giving
  • Itemized vs. standard – which is for you?
  • And more!

Fill out the form to watch the on-demand presentation at your convenience. If you have any questions, please reach out to your advisor.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

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