In this webinar, Bob Keebler talks about how year-end planning in 2023 is as important as ever. Looming changes to the tax code and market losses provide excellent low or no risk opportunities to reduce your clients tax burden. Starting planning now will assure you have the time to meet with clients, review their situation for ideas, and show your value.
10.03.2023 - Tax Strategies
Tax Strategies for Upper-Middle Class Clients
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates