Time is running out to make important tax planning and investment decisions before the end of the year. Join Councilor, Buchanan & Mitchell for an upcoming year-end tax planning and market update webinar. Each of the hour-long sessions will feature strategic tax planning considerations for individuals and business owners with a review of the current state of the financial markets by Aleksandr S. Seleznev, MBA, CFP®, CFA of May Barnhard Investments (MBI), CBM’s wealth management subsidiary. We look forward to having you join us!
The webinar content for all sessions will be the same; CBM is hosting at different dates to allow attendees to participate at a time convenient for them. Also, don’t forget to scroll down for some helpful resources.
The following may be helpful reading in advance of CBM’s year-end tax planning and market update webinars. Please contact us with any questions.