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Beacon Financial Strategies

Tax Minimization Strategies to Consider

In this web presentation, Erin Campbell, CPA/PFS, CFP® discusses various tax saving strategies to consider. Among them, she discusses tax-loss and investment gain "harvesting," qualified charitable deductions (QCDs), donor advised funds and Roth IRA conversions.

Charitable Gifting, Estate Planning, Financial Planning, Personal Finance, Tax, Web PresentationErin Campbell, CPA/PFS, CFP®December 16, 2021
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Is Investing at a "Market Peak" Prudent?

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Finance In A Flash End Of Year Tax Planning Strategies Webinar

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Beacon Financial Strategies
7100 Six Forks Road, Suite 135,
Raleigh, NC, 27615,
United States
919-803-3801
Hours
Mon 9am - 4pm
Tue 9am - 4pm
Wed 9am - 4pm
Thu 9am - 4pm
Fri 9am - 4pm
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7100 Six Forks Road, Suite 135, Raleigh, NC 27615 | Phone (919) 803-3801
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.