Individual Year-End Tax Planning

Individual Year-End Tax Planning

While taxes are inevitable, there are various strategies available that can minimize their impact on your personal financial planning efforts. Join our BerganKDV team for a tax planning-focused webinar where we discuss recent tax legislation proposals and what considerations to make as an investor. The session covers the following:

  • 2021 tax updates and proposed tax law changes
  • Managing capital gains brackets
  • Roth conversions / Backdoor Roth contributions
  • Charitable giving strategies
  • Gifting strategies

Watch On-Demand >>


Interested in year-end planning for businesses? Check out this webinar.

DATE: November 16, 2021
TIME: 02:30 pm - 03:30 pm
PRESENTER: Adam Heathcote // Wealth Advisor, Abby Lubozynski // Wealth Management Tax Manager and Heather Gunderson // Tax Shareholder

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