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