February 2023 Webinar

Tax Planning Opportunities in the Secure Act 2.0

Recorded 2-8-2023

November 2022 Webinar Series

Inflation Reduction Act & Tax Planning Considerations for 2022

Recorded 11-1-2022

Controlling Capital Gains & Harvesting Losses in Volatile Markets

Recorded 11-2-2022

December 2021 Webinar Series

Xero Training

Recorded 12-1-2021

Tax Planning-Build Back Better Act

Recorded 12-8-2021

December 2020 Webinar Series

Coronavirus Relief Stimulus Package

Emergency Relief Act Webinar – Recorded 12-23-2020

Planning for you 2020 Taxes

Roth Conversions and Help Maximize 24% Tax  Webinar – Recorded 12-2-2020

Year-End Business Tax Planning Webinar – Recorded 12-9-2020

Qualified Charitable Donations/Highly Appreciated Stock/Donor Advice Webinar – Recorded 12-16-2020