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.
Jennifer Li, CFP®, EA, CAP®, CExP Therese Tippie, CPA
Financial Planning Manager Tax Manager