Join us for an hour long discussion on year end tax planning. Learn which strategies might benefit you when it comes to filing your 2023 taxes.

Agenda:

1.What is Tax Planning?

2. Review six common strategies:

• Tax Loss Harvesting
• Qualified Charitable Contributions
• Roth Conversions
• Distribution & Income Planning
• Estate Tax Considerations
• Investment Specific Tax Planning

3. What are the implications of these strategies?

Host: Cameron Fraker, CFP^® - LPL Financial Advisor