Howdy Ags,

Our 30-minute January webinar will discuss planning for a tax-free year! The steps and events you should consider include:
  • Must-do tax planning before June
  • Liquidity Events
    • OZ Funds for last year
    • If you're selling something significant this year
  • Tackling Retirement Plan Pitfalls
  • AGI Projections for additional tax savings
Use the link below to register and join us Tuesday, January 23rd at 12:15 p.m CST.
https://us06web.zoom.us/webinar/register/WN_99yCnQ18Ri6S7BhTZ7Y31A

Look forward to it!
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