tax planning
WEBINAR: Year-End Tax and Wealth Transfer Planning
During this session, Brian Ellenbecker will recap key 2020 tax and estate planning rules. He will also cover planning ideas for your investment portfolio, help you assess year-end tax planning opportunities, review retirement planning strategies and ways to manage your wealth transfer and legacy plans. About Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC®: Sign Up…
Webinar: The Family Home Part 1 – Financial Planning Considerations for Second Homes
This is Part 1 of our Shakespeare Webinar Series: The Family Home Learn what to consider with multiple homes in your portfolio and how to keep a legacy home in the family, whether you want to pass it down to the next generation or share ownership. Presented By: Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC®,…
How to Read Your Tax Return Webinar
ZoomHow to Read Your Tax Return Webinar Presented By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® It can be easy to file away your tax return without taking a look. However, it is worth understanding a few key items and checking for accuracy. Join us as we walk through the most common forms included in a…
2023 Year-End Tax & Financial Planning Webinar
ZoomJoin Us: 2023 Year-End Tax & Financial Planning Webinar Thursday, November 30 | 1:00pm Presented By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Learn the best ways to finish 2023 strong and prepare for tax season. We will share upcoming deadlines and a checklist of financial planning tasks for what should be completed by the…