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Wed, Apr 27



Wine Down Wednesday

Topic: Tax Planning Strategies in 2022

Registration is Closed
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Wine Down Wednesday
Wine Down Wednesday

Time & Location

Apr 27, 2022, 6:30 PM – 7:30 PM EDT


About the event

Tax Planning Strategies in 2022

  • Understanding Asset placement with “3 Types of Money.”
  • Tax-Loss Harvesting strategy for after-tax accounts.
  • Tax-efficient Charitable Giving.
  • IRA Required Minimum Distribution (RMD)
  • Consider Roth Conversions before they are taken away!

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