Lunch & Learn: Year-End Tax Strategies

200 Clinton Avenue West,Huntsville AL 35801

18 November, 2022

Description

Topics We Will Discuss: Tax Harvesting - How to Avoid Capital Gains Tax on Mutual Funds This Year Required Minimum Distributions: How to Take Your RMD, Save Taxes and Benefit A Charity Of Your Choice Secure Act 2.0 - What to Know About the New Proposed Tax Law Change In Secure Act 2.0 Year-End Tax Planning for Beneficiaries: How To Pass Assets To Beneficiaries With The Least Amount Of Taxes