End-of-year Tax Planning and What to Expect in 2023
About this event
With 2022 coming to an end, time is ticking to take action on tax saving strategies. Set yourself up for success in the new year.
Join Brighton Jones’ Lead Advisor, Matt Camrud, and Tax Lead Advisor, Taylor McEuen as they 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.
In this webinar, you’ll learn:
- Key end-of-year planning moves for your finances
- Changes to federal tax laws
- Considerations for 2023
Meet Your Presenters!
Matthew A. Camrud, CFP®: As a Certified Financial Planner™ with over 20 years of experience working with high net worth individuals, I derive great satisfaction from the peace of mind that a trusted advisory relationship can bring to our clients. Whether assisting a surviving spouse after the loss of a loved one, providing guidance on the ability to retire, or designing a charitable giving plan that leaves a lasting legacy, I am incredibly fortunate to have a seat at the table when clients are making important life decisions.
Taylor McEuen, CPA: For the past twelve years, I’ve had the pleasure working with individuals, businesses, trusts, and estates with their tax compliance and planning. With this breadth of knowledge, I’m able to approach a situation using different perspectives, addressing the many and varied aspects of a family’s taxes and finances, whether it’s starting a new business, inheriting a trust after a parent’s passing, or transitioning employment. I strive to build close relationships with clients to work as a team towards their goals.
Heather Pearson: As the financial wellbeing manager, I have the honor of being the first point of contact for prospective clients, getting to know them and their unique needs in order to connect them with the Personal CFO team that is best suited to their specific situation. Money isn’t everything, but it is a powerful tool that can help unlock possibility and potential. Our approach at Brighton Jones is all about aligning passions, purpose, and wealth to help our clients live a richer life, and I love being a part of that exciting process from the very beginning.