Original Air Date: Monday, 20 Apr 2020, 1:00 PM PST

Unprecedented Uncertainty

3 tax planning techniques in today’s economy.

Hosted By: Dave Alison, CFP®, EA

Watch The Replay

Join us on this live webinar as we will share the top 3 tax planning techniques in today’s economy.

You will learn:

Roth IRA Conversions

Is this the right time for you to convert?

Tax Loss Harvesting

Create deductions and savings today without sacrificing long-term performance.

Tax Sensitive Investing

Holding the right investments in the right accounts to provide tax efficiency.

Here is a sneak peak: