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"Zoom In" with The Todd Group: Year‐End Tax Planning Strategies

Tuesday, October 24, 12:00 PM - 4:30 PM

We will discuss several strategies to consider for the 2023 tax year-end related to:

  • Investment Account Review
  • Retirement Plan Considerations
  • Gifts to Individuals and Charities
  • Tax Payments

To RSVP, please register for either Zoom time below:
Register for 12:00 noonRegister for 4:30 p.m.