Tax-Conscious Investing and Planning

Fort Pitt Capital Group in Webinar 12 March, 2024



Fort Pitt Capital Group’s Financial Advisor Brad Newman, CFP® covers tax-conscious investing and planning topics like:

  • The importance of collaborating with your CPA
  • Qualified vs Non-Qualified Savings
  • Corporate vs Municipal Bonds
  • Roth Conversions
  • Tax Loss Harvesting
  • How to avoid huge unrealized gains
  • Capital gains vs dividends
  • Tax-efficient charitable giving
  • Options for business owners
*Content is provided for educational purposes only.


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