Join us on Wednesday, November 12th at 12:30 p.m. ET for our Year End Tax Planning Webinar!
In this session, our CEO, Marianela Collado, CPA/PFS, CFP®, CDS®, and Director of Tax Services, Lonnie Sluchak, CPA, will discuss strategies and practices for year-end tax planning.
They will share insights on 401k and IRA contributions, Roth conversions, charitable giving and distributions, loss/gain harvesting, wealth transfer opportunities, as well as cover the tax implications of the recently passed “Big Beautiful Bill” and how it may impact you.
RSVP here: http://bit.ly/48Bn0PN
This event has passed, you can watch the recording here: https://bit.ly/4i0wl6u
Tobias Financial Advisors is registered as an investment advisor with the SEC. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. This webinar is provided for informational and educational purposes only. The information presented is believed to be accurate and up to date, but it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the speakers as of the date of the event and are subject to change. Individual timelines and experiences may vary based on personal circumstances.