Recorded: Wednesday, December 8th, 2021 

With another 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 do before the end of the year to save taxes?

Join EP Wealth’s tax managers, Therese Tippie and Deysi Monti, 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 Tax Planning
  • What Changed in 2021?
  • Year-end Planning Opportunities
  • Proposed Tax Legislation
  • Other Reminders


                    therese new circle                    deysi new circle

                            Therese Tippie, CPA                                     Deysi Monti, EA

                                       Tax Manager                                                        Tax Manager


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