Watch the Webinar: Year-End Tax Planning & WHAT YOU NEED TO KNOW NOW

It’s hard to believe 2021 is now winding down.  There has been a lot of discussion and movement on potential changes in 2022 that would impact your portfolio and tax position.  Tax planning at every year-end is important, but proper strategic action at the close of this year could be your last chance to make the most of current tax laws that would best set you up for the future.

In case you missed it, we invite you to watch the webinar presentation, hosted by Sax Wealth Advisors and the in-house tax experts of Sax LLP, that addresses the crucial need-to-knows for your year-end tax planning.

Webinar topics include:

  • Why estate planning should continue
  • Charitable planning strategies
  • State of residency
  • Portfolio allocation for tax efficiency
  • Year-end capital gains distributions
  • RMDs, Roth Conversions, etc.


Watch the Webinar Here

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