Tax Pitfalls and Tax Opportunities – What Your Advisor Might Be Missing 🎙️ Special Guest: Jenkins Wealth

Description:
Taxes touch every part of your financial life, but often tax planning is overlooked by many individuals and advisors as part of their complete financial plan. This could lead to missed tax savings or even tax problems.

You Will Learn:
1.) How taxes impact your financial life
2.) Common tax pitfalls we often see for investors
3.) Common tax planning strategies for investors
4.) Upcoming tax law changes

What is tax planning?
Tax planning involves a comprehensive review of your tax return to identify potential planning opportunities – both now and in the future – to keep your lifetime tax liability as low as possible. Allowing your advisors to understand your tax return equips them to have more valuable and actionable investment conversations with you.

🍽️ Join us for an informative session and a delicious lunch! Don’t miss out on this opportunity to enhance your financial knowledge.