Tax Planning in a Bear Market (2022) (Webinar Replay)

Special Guest, Marilyn Blank with M. Blank & Company, joins us to discuss strategies to reduce your tax burden for 2022 and beyond. Do you have stock options? Or maybe it is time to consider a Roth conversion? And what is tax-loss harvesting? Join us to find out more. #taxplanning #bearmarket #taxes #cfp #education #educationalvideo