WEBINAR | Tax-Smart Planning Strategies | 6/20/24

You might think the goal of tax planning is to pay as little as possible now. Low taxes are meaningful, but understanding your overall financial picture might help you think more strategically about your tax picture through your retirement and after you’ve passed. What should you consider as you make your tax plan? Join us for Tax-Smart Planning Strategies, an interactive workshop where members of the Annex team will review various tax planning situations and options you may want to consider. We’ll go through updates in law and take your questions in a fast-moving workshop. If you can’t make it at that time, go ahead and register and we will send a recording.