Top Tax Considerations for Advisors as We Wrap Up 2021 | Society of FSP | 28 September 2021 | Online Webinar
Venue
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date | Tue Sep 28 EDT (about 3 years ago) |
| Location | Online Webinar |
| Region | Americas |
Details
As the year comes to a close, financial advisors should watch for potential tax opportunities–especially for clients in or nearing retirement. You have until the end of the year to harvest from an IRA, execute a Roth conversion, or take a capital loss. Join Covisum founder and president, Joe Elsasser, CFP, for a 60-minute webinar on end-of-year tax considerations.
You Will Learn:
• Easy ways to identify and prioritize tax inefficiencies in a client’s retirement income strategy
• Which tax techniques are most effective for retirees
• How to communicate the value of tax-efficient retirement advice
Speakers
2021 Speakers
Joe Elsasser
Managing Partner, Sequent Planning LLC