Webinar topic: Year-end tax tips - 24 for '24

Date & Time: Wednesday, November 13, 2024 (two sessions available)

Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.

Platform: Zoom

Cost: Free!

Are you ready to maximize your tax savings as year-end approaches? Join tax expert Doug Carroll for an engaging 60-minute webinar focused on effective tactics to trim your tax exposure. This pivotal time of year is the perfect opportunity to assess your financial situation and take strategic action.

In this session, Doug will explore tax-saving opportunities that align with both the calendar and your personal circumstances. You’ll gain valuable insights into high-level strategies designed to keep your finances on track as you prepare for the upcoming year.

Topics will include effective methods for maximizing retirement contributions, optimizing deductions, and planning for spousal investments and family finances. Don’t miss this chance to enhance your tax strategy and secure a brighter financial future.

We are proud to host this special event in partnership with Aviso Wealth

Session 1: 10 a.m. MT - Register here

Session 2: 1 p.m. MT -  Register here

𝘈𝘷𝘪𝘴𝘰 𝘞𝘦𝘢𝘭𝘵𝘩 𝘐𝘯𝘤. ('𝘈𝘷𝘪𝘴𝘰') 𝘪𝘴 𝘢 𝘸𝘩𝘰𝘭𝘭𝘺 𝘰𝘸𝘯𝘦𝘥 𝘴𝘶𝘣𝘴𝘪𝘥𝘪𝘢𝘳𝘺 𝘰𝘧 𝘈𝘷𝘪𝘴𝘰 𝘞𝘦𝘢𝘭𝘵𝘩 𝘓𝘗, 𝘸𝘩𝘪𝘤𝘩 𝘪𝘯 𝘵𝘶𝘳𝘯 𝘪𝘴 𝘰𝘸𝘯𝘦𝘥 50% 𝘣𝘺 𝘋𝘦𝘴𝘫𝘢𝘳𝘥𝘪𝘯𝘴 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘏𝘰𝘭𝘥𝘪𝘯𝘨 𝘐𝘯𝘤. 𝘢𝘯𝘥 50% 𝘣𝘺 𝘢 𝘭𝘪𝘮𝘪𝘵𝘦𝘥 𝘱𝘢𝘳𝘵𝘯𝘦𝘳𝘴𝘩𝘪𝘱 𝘰𝘸𝘯𝘦𝘥 𝘣𝘺 𝘵𝘩𝘦 𝘧𝘪𝘷𝘦 𝘗𝘳𝘰𝘷𝘪𝘯𝘤𝘪𝘢𝘭 𝘊𝘳𝘦𝘥𝘪𝘵 𝘜𝘯𝘪𝘰𝘯 𝘊𝘦𝘯𝘵𝘳𝘢𝘭𝘴 𝘢𝘯𝘥 𝘛𝘩𝘦 𝘊𝘜𝘔𝘐𝘚 𝘎𝘳𝘰𝘶𝘱 𝘓𝘪𝘮𝘪𝘵𝘦𝘥. 𝘛𝘩𝘦 𝘧𝘰𝘭𝘭𝘰𝘸𝘪𝘯𝘨 𝘦𝘯𝘵𝘪𝘵𝘪𝘦𝘴 𝘢𝘳𝘦 𝘴𝘶𝘣𝘴𝘪𝘥𝘪𝘢𝘳𝘪𝘦𝘴 𝘰𝘧 𝘈𝘷𝘪𝘴𝘰: 𝘈𝘷𝘪𝘴𝘰 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘐𝘯𝘤. (𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘥𝘪𝘷𝘪𝘴𝘪𝘰𝘯𝘴 𝘈𝘷𝘪𝘴𝘰 𝘞𝘦𝘢𝘭𝘵𝘩, 𝘘𝘵𝘳𝘢𝘥𝘦 𝘋𝘪𝘳𝘦𝘤𝘵 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨, 𝘘𝘵𝘳𝘢𝘥𝘦 𝘎𝘶𝘪𝘥𝘦𝘥 𝘗𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰𝘴, 𝘈𝘷𝘪𝘴𝘰 𝘊𝘰𝘳𝘳𝘦𝘴𝘱𝘰𝘯𝘥𝘦𝘯𝘵 𝘗𝘢𝘳𝘵𝘯𝘦𝘳𝘴), 𝘢𝘯𝘥 𝘕𝘰𝘳𝘵𝘩𝘸𝘦𝘴𝘵 & 𝘌𝘵𝘩𝘪𝘤𝘢𝘭 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵𝘴 𝘓.𝘗.