Individual Year-End Tax PlanningNovember 16, 2021
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
Interested in year-end planning for businesses? Check out this webinar.