Preserve Your Assets with Effective Tax Planning

Zoom
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Join us for an hour-long discussion on year-end tax planning. Learn which strategies might benefit you today and beyond.

Agenda:

1. What is Tax Planning?

2. Review six common strategies:

  • Tax Loss Harvesting
  • Qualified Charitable Contributions
  • Roth Conversions
  • Distribution & Income Planning
  • Estate Tax Considerations
  • Investment Specific Tax Planning

3. What are the implications of these strategies?

4. Tax Cuts and Jobs Act of 2017 will expire in 2026, what does this mean for you?

Host: Cameron Fraker, CFP® - LPL Financial Advisor

CFP
Cameron Fraker

My name is Cameron Fraker and I am currently the Vice President of Johlfs Wealth Management and have been associated with the company since 2017. My time during the workday is spent in front of clients as well as handling operations and software management.  I enjoy spending time creating efficiencies both for JWM as well as for the clients we serve.

Disclosure: This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.