webinar register page

Year-End Tax Planning
Please join Morris Hall, Clark Street Financial and Stephens Advisors for an insightful discussion on how to integrate both your investment allocation and tax planning into one cohesive strategy for the year end.

The discussion will include:

• Year end strategic tax planning opportunities for individuals, families, and small businesses
• A look at both federal and state tax issues to consider as the year comes to an end
• How that should be directly integrated into how you are investing in the current market

01:01:00

Webinar logo
* Required information
Loading

Speakers

Jon Linford
Partner Attorney @Morris Hall, PLLC
Jon was raised in Arizona as the oldest of seven children. He attended law school at the University of Arizona. During law school, he was received recognition for excellence in legal writing. Jon has worked with individual clients on many matters and discovered that his true passion was assisting families in estate planning and administration.
Tim Kerrigan
Owner and Principal @Clark Street Financial
Kevin Stephens, CPA
Founder and Managing Member @Stephens & Company
Kevin has been practicing public accounting for over 25 years and has previously served as a partner at both Frost, Stephens & Company PC and HintonBurdick PLLC. Kevin was recognized as the 2015 Outstanding Accounting Alumni at Northern Arizona University where he earned a degree in Accounting. He is the long-time color commentator for television and radio broadcasts of Northern Arizona University football, where he played quarterback many, many years ago. Kevin loves playing golf, water-skiing, and eating great food.