19
March
Let's Talk Tax Planning
Description
Tax impacts every aspect of your financial life. We are reminded of taxes when we file each year, but for savvy investors, Tax Planning is a year-round activity. Join Taylor Nissi to learn the What, Why and How of Pleasant Street Wealth Advisors approach to tax planning.
- Why is tax planning important?
- Who is tax planning for?
- What opportunities might be identified?
- Six ways you can benefit from tax planning.
Date and Time
Tue, Mar 19, 2024
12:00p - 1:00p EST