While we only just entered the second half of 2022, now is the ideal time to start optimizing your financial plan for the 2023 tax year.
This webinar recording begins with a discussion on the latest market happenings with Chief Investment Officer Mike Vogelzang.
Next, Jennifer Wertheim, CAPTRUST tax director, shares her insights on strategic tax planning opportunities and what to think about as the year comes to an end. From leveraging charitable gifting to taking advantage of the temporarily increased estate tax exemptions, this webinar recording offers actionable takeaways for optimizing your 2023 tax footprint.
This document is intended to be informational only. CAPTRUST does not render legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not guaranteed by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.
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