Year-end Tax & Financial Planning Checklist

When:  Nov 15, 2022 from 14:00 to 15:00 (ET)
The November Tax & Estate Planning Knowledge Circle will be held on Tuesday, November 15th at 2 pm ET.

As CFP’s we have a great opportunity to help our clients out in the 4th Quarter for year-end Planning.  It may also be a great way to work with your client’s CPAs and possibly meet with them – great for networking as well.  Scott Bishop, MBA, CPA/PFS, CFP will be walking you through some year-end financial planning ideas and his updated year-end tax planning checklist.  In addition, he will walk through some of the changes related to the SECURE Act that may cause several with newly inherited IRAs to take RMDs.  What does that mean for those with Inherited IRAs since 2020?  Tune in to find out.

Location

Online Instructions: