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Lunch & Learn: Preparing for Tax Season Thumbnail

Lunch & Learn: Preparing for Tax Season

Lunch & Learn:

Preparing for Tax Season

Thursday, November 16, 2023 12:15 PM (CST)

Get ready to tackle tax season with confidence! We are thrilled to invite you to our upcoming 30-minute webinar focusing on essential tax strategies and updates. In this session, we'll delve into crucial topics including marginal tax rates, recent tax code changes, the New Secure 2.0, Inherited IRAs, and Roth Conversion opportunities. We'll also have time to answer some of your questions. 

Led by experts in taxation, we're excited to have Jim Boie, CPA and Senior Tax Manager at FORVIS join our discussion.  This webinar aims to equip you with the knowledge and insights necessary to navigate the complexities of tax season effectively. Don't miss out on this valuable opportunity to gain a deeper understanding of tax intricacies. 


The views and opinions expressed are those of the presenter, are subject to change with market conditions, and are not meant as investment advice. FORVIS is not affiliated with American Portfolios nor Herr Capital Management. Information has been obtained from sources believed to be reliable and are subject to change without notification. The information presented is provided for informational purposes only and not to be construed as a recommendation or solicitation. Investors must make their own determination as to the appropriateness of an investment or strategy based on their specific investment objectives, financial status and risk tolerance. Past performance is not an indication of future results. Investments involve risk and the possible loss of principal. Any opinions expressed in this form are not the opinions or views of American Portfolios. Opinions expressed are those of the speakers only.