top of page

Wed, Mar 27



Brunch & Brainstorm

Topic: Ten Tax Planning Strategies for 2024

Registration is Closed
See other events
Brunch & Brainstorm
Brunch & Brainstorm

Time & Location

Mar 27, 2024, 11:30 AM – 12:30 PM EDT


About the event


Topic: Ten Tax Planning Strategies for 2024

Join from the comfort of your home! This unique online event will feature Ryan Poterack touching on the following...

  • Learn how might you generate Tax Alpha in your Portfolio?
  • Don’t allow your Greatest Roth Conversion Opportunity to slip away!
  • How to give to your church or charity and not the IRS.
  • You may be familiar with Asset Allocation but how about Asset Location?
  • Know your 2024 Safe Harbor amount and how to use it to your advantage.

Share this event

bottom of page