Live Webinar
Mastering 2025 Tax Strategies
Tuesday, February 25th
12:00 PM ET
Speakers

Dana Vosburgh, CFP®
Managing Director, Advisory Services

Thomas Stedman, CFP®
Wealth Management Consultant

Christina Poles
Tax Consultant
Register now
Webinar Overview
Taxes never change. Yet, tax rates, regulations, and strategies do. With the 2025 tax landscape, you need to be ready. Are you prepared to protect and grow your wealth amidst all the changes?
In a 45-minute crash course (plus live Q&A), learn last-minute planning opportunities for the 2024 tax season and then turn your attention to 2025 by understanding upcoming tax changes and how to optimize your tax plan.
Unable to attend?
You can still register and we'll send you the recording once it's available.
You'll learn...
Strategies that can help make your plan tax-efficient | |
Changes to tax brackets, rates, and deductions |
Tactics to maximize your wealth | |
Legislation updates |
Who we are
Our team has been helping clients reach lifelong goals for 50 years. We provide comprehensive wealth management solutions that fully integrate investments, advisory, and financial planning for people and organizations just like you.
We can help
Financial planning can be overwhelming. We can help. Take the first step by requesting a complimentary consultation with a member of our team. We'll discuss your goals, strategies to reach them, and develop a financial plan that's just right for you.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.