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Tax-Conscious Investing & Planning
Mar 7, 2024M j, Y12:00pm EST2024-03-07T17:00:00Zg:ia T1 hour
Join Fort Pitt Capital Group’s Financial Advisors Brad Newman, CFP® and Ian M. Eberle, JD, EA, as they cover Tax-Conscious Investing & 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
They will also answer audience questions and more!
