
WEBINAR
Individual Year-End Tax Planning
November 16, 2021While 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
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