Should I do a Roth Conversion?
How can I exercise my stock options without triggering an Alternative Minimum Tax (AMT) liability?
These are 3 of the many questions that we have frequently been asked since the Secure Act was passed into law in 2019.
On Thursday, March 31st, we will be hosting a virtual "New Tax Law Workshop" where we discuss 20 questions every person, family, and business must ask themselves regarding their taxes.
The workshop will be broken out into 4 main topics
- Effects of Your Location
- Family Tax Issues
- New Business Owner Rules
Be sure to register today to join us and ensure you are aware of how the Secure Act affected you and how to continue managing your taxes moving forward.
** We respectfully ask that anyone with relation to the financial services industry (to include but not limited to: financial advisor, RIA, CFP, etc.) or licensed insurance agent do not attend our presentations. Please note that we do reserve the right to deny access.
Date and Time
Thu, Mar 31, 2022
6:00p - 7:00p EST