Year-End 2019 Tax Planning Webinar

Tuesday, December 3, 2019, at 2:00 PM ET

Join Brendan Walsh, Director of Tax Planning, for an overview of year-end tax planning strategies. The Tax Cuts and Jobs Act has created a host of opportunities for tax savings. Brendan will be reviewing concepts to help you maximize the opportunities under the current tax laws.

This webinar will cover…

  • Tax Withholding
  • IRA Distributions
  • Charitable Giving
  • Capital Gain/Loss Planning
  • Retirement Plan Maximization


Register now:

Don’t miss your chance to attend our free webinar!

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Brendan Walsh
Senior Vice President
Director of Tax Planning