Tips from a Tax Preparer

Tax season is upon us! Watch our webinar: Tips from a Tax Preparer – Best Practices for the Upcoming Tax Season with Carson Group’s Director of Tax Planning Mike Valenti and Senior Wealth Planner Tom Fridrich, now available on-demand. 

In this webinar, Valenti and Fridrich discuss: 

  • Tips for communicating with your tax professional
  • Tips on gathering proper documentation to expedite the process
  • Technical tips for special tax considerations, including (but not limited to) Roth conversions, charitable gifts, required minimum distributions and tax-loss harvesting
  • …and more!

Head into the tax season confidently with best practices and tips from a tax preparer. 

Fill out the form to watch the on-demand webinar today.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Mike Valenti is a non-registered associate of Cetera Advisor Networks. Tom is not affiliated with Cetera Advisor Networks. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Complete the form to watch the webinar

* Required Field