The Joseph Group

Post-Election Year-End Planning Strategies 

December 3, 2020


Join us as Partner and Chief Wealth Planning Officer Todd Walter, CFP®, CPA looks at several year-end planning strategies including Deduction Planning, Capital Gains Tax Avoidance, and Roth Conversions, and how those and other items might be impacted by the Biden tax proposals.



Zoom Meeting,
Columbus, Ohio 43215