shutterstock_749313067 [Converted] facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

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:


(650) 617-3402