Webinar - Tax strategies for the current financial landscape. - BankCherokee

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Webinar – Tax strategies for the current financial landscape.
Sep 15, 2021 | 11:30am–12:15pm

Webinar – Tax strategies for the current financial landscape.

Webinar Recording Available - scroll to the bottom of the page.

Jonathan B. Kvasnik, ChFC Presents a Webinar

Tax strategies for the current financial landscape.

Jon Kvasnik

I will show you Strategies I use with clients, for example:

  • Consider “Lumping donations” rather than smaller regular donations

  • Why you may no longer be able to deduct gifts to your favorite Charity

  • How to make your IRA distributions potentially nontaxable to you

Join us for this informational webinar

Maximizing planning opportunities for the current tax landscape and discussing an overview of considerations and strategies.

Add to Calendar 09/15/2021 11:30 AM 09/15/2021 12:15 PM America/Chicago Webinar – Tax strategies for the current financial landscape. Jonathan B. Kvasnik, ChFC Presents a Webinar Tax strategies for the current financial landscape. I will show you Strategies I use with clients, for example: Consider “Lumping donations” rather than smaller regular donations Why you may… Webinar Recording Available - scroll to the bottom of the page.
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Webinar – Tax strategies for the current financial landscape.

Learn how to maximize planning opportunities for the current tax landscape.