Mike Bernier and Jacki Kolkman come together to discuss tax planning strategies and updates for the 2023 tax season! Topics include tax loss harvesting, Deadlines, Deductions, tax smart investments, and much more.
Recent Webinars
- Q1 2025 Market Outlook
- Systematizing A Firm-Wide Planning Process By Leveraging Centralized Teams And A Ticketing Workflow System
- Q4 2024 Market Outlook
- Optimizing Your Estate Plan: Concepts and Advanced Strategies
- Social Security Update
- Q3 2024 Market Outlook
- Phoenix Business Owner Roadshow
- Let’s Talk Medicare!
- Why is Financial Planning so Important?
- The Stock Market & the Economy