Webinar: Tax outlook and year-end planning

Bill Cass, CFP®, CPWA®

Bill Cass, CFP®, CPWA®, 11/15/22


As year-end approaches, Join Bill Cass and Chris Hennessey for a discussion of the impact of the elections, the outlook for the tax landscape and planning ideas. The webinar will be held November 17, 2022 (1 p.m. ET).

Highlights of the discussion include:

  • Recap of the mid-term elections and impact on policy
  • Prospects for the lame duck session of Congress
  • Year-end tax planning conversations to engage clients
  • Tax-efficient strategies for business owners
Financial professionals: Join our November 17 webinar (1 p.m. ET) for a discussion of the post-election landscape and year-end planning. Register here.

register for webinar on year-end planning

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