End-of-Year Tax Planning and Future Tax Changes

December 8, 2021

With a new year just beginning, time is ticking to take action on tax-saving strategies. Set yourself up for success in the new year.

Watch the recording of this webinar to walk through practical, actionable steps to reduce your tax liability, including year-end tax planning tools such as donor-advised funds and retirement planning vehicles.


Matthew Camrud, CFP®

Senior Lead Advisor

Taylor McEuen, CPA

Tax Lead Advisor