Tax Planning Webinar


Let’s face it, year-end tax planning isn’t the most exciting thing to think about at this time of year. While you’re looking ahead to your resolutions, it’s crucial to put the past year in context of your short-term and long-term goals. Tobias Financial Advisors Jeff Realejo and Marianela Collado, CPA/PFS, CFP® discussed deductions, brackets, and other tax-related topics in the Year-End Tax Planning webinar. In addition to addressing specific questions on concerns about IRA contributions and mortgages, they discussed why it’s important to look at your tax liability over two years and why you should make decisions based on where you expect to be in the future.

If you missed the webinar the first time around, contact us for the recording. Don’t miss our future webinars and other events, sign up for our newsletter or follow us on Facebook.

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