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Wealth Management

Is Your Financial Plan Ready for 2023 Taxes? (Webinar Recording)

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.