If you want to meaningfully reduce your tax liability in 2022, the time to plan is NOW. Don’t wait until December!

Minimizing your tax exposure and creating an optimal tax strategy will take foresight and coordination between your wealth manager, tax professional, and you. Additionally, you’ll need to factor in the latest changes to the legislative landscape which include the Inflation Reduction Act and Secure Act 2.0.

If you would like to take advantage of this opportunity, or discuss another financial topic, please contact Jesse Frehling at (212) 796-8732 or jfrehling@altfest.com, book online at this link, and learn more at altfest.com/dentists.

Webinar Topics:

• Maximizing your 2022 tax savings
• Inflation Reduction Act
• Secure Act 2.0

Investment advisory services provided by Altfest Personal Wealth Management (“APWM”). All written content on this site is for information purposes only. Opinions expressed herein are solely those of APWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.