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.