Tax Planning: 5 Considerations Before the End of 2022 | Mariner Wealth Advisors | 27 September 2022 | Webinar
Venue
Webinar
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| Event Date | Tue Sep 27 EDT (about 2 years ago) |
| Location | Webinar |
| Region | Americas |
Details
Join us to learn more about tax loss harvesting, year-end gifting to family, Roth conversion and 529 plans. Presenter will also explore key potential tax policy updates and changes.
Speakers
2022 Speakers
Jude Grimaldi
Manager, Technology Consulting
Jodi Robinson
Managing Director, Tax
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