Tax Tips

Tax Tips

Tax Tips 2021!

Join Karl Frank, CFP®, MBA, MSF, MA and special guest as they discuss end of year tax tips. 2021 saw a lot of changes and threatened a major tax overhaul. You might want to take action before 2022.

Some of the timely tax topics include:

  • Roth conversions
  • Roth IRAs and Roth 401ks
  • Long-term Capital Gains
  • Income tax changes
  • Charitable planning and gifting rules
  • Small-business owner tax and financial planning tips

Send your questions in advance, or type them into the chat window and we will address them as best we can at the end of the presentation.


Nov 17 2021


11:30 am - 12:30 pm


Online Event