Recorded: December 2nd, 2020, 58 min 

With this whirlwind of a year coming to an end, it's all the more important to think about finances, specifically your taxes.

Where are you now? What can you change during the year ahead?

Join EP Wealth’s Jennifer Li and Therese Tippie as they discuss end-of-year tax planning, ways to identify opportunities that may reduce or defer your annual income tax obligation and limit your total tax liability, and more.


In this webinar, we'll cover:

  • The importance of individual tax planning
  • Above-the-line deductions, including considerations in retirement 
  • Below-the-line considerations for maximizing itemized deductions and charitable contributions
  • Introducing a new tax offering to clients


                    JenLi                    Therese Circle

                Jennifer Li, CFP®, EA, CAP®, CExP                   Therese Tippie, CPA

                         Financial Planning Manager                                              Tax Manager


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