Proactive Tax Planning with a CPA and a Financial Planner

On January 11, Advice Chaser will host a webinar titled, “Proactive Tax Planning With a CPA and a Financial Planner.” Tax time becomes much less burdensome when you’ve done advance planning with a professional. There are some factors a CPA can help you with the most, and others you might consult a financial planner for. This webinar will address balance in your financial planning, when to meet with your CPA and financial planner during the year, and specific strategies you can use to minimize taxes. Johnna Long, a CPA, and Sheldon Sweeney, a financial advisor, will present. If you’re looking to increase your tax efficiency, you will benefit from this informative event.