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Proactive Tax Planning with a CPA and a Financial Planner
January 11, 2023 @ 12:00 pm - 1:00 pm PST
Tax time becomes much less burdensome when you’ve done advance planning with a professional. There are some factors a CPA can help you with the most, and others you might consult a financial planner for. This webinar addresses balance in your financial planning, when to meet with your CPA and financial planner during the year, and specific strategies you can use to minimize taxes. Johnna Long, a CPA, and Sheldon Sweeney, a financial advisor, is presenting. If you’re looking to increase your tax efficiency, you will benefit from this informative event.