Tax Planning for Retirement with Debra Taylor
Posted on June 16, 2021
Videos
Changes to Taxes & Retirement Planning in 2020
Posted on June 24, 2020
This webinar was designed to cover all questions on the CARES Act, the current state of the markets and where do we go from here? Listen to Debbie and Rob provide tips and tricks on how best to deal with the current volatility we are experiencing. Click Here to Watch the Webinar
Sneak Peak: Watch a snip-it of Debbie’s last webinar: Tax, Investment and Retirement Planning (TIPS) for Changing Times
Posted on June 4, 2020
See below for a small clip of Debbie presenting her last webinar.
Downloadable Resource
8 Legitimate Tax Loopholes You May Be Missing
As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.
Download Now!