Reminder: Please verify that the selected time zone reflects your current location (or your location at the time of the meeting, if applicable) before confirming your appointment. This helps ensure we connect at the correct time.
TIME ZONE - QUICK REFERENCE:
Eastern -> US / Eastern
Central -> US / Central
Mountain -> US / Mountain
Pacific -> US / Pacific
Description
During this personalized tax strategy session, we’ll identify opportunities to reduce both current and future tax liabilities through proactive planning. Our discussion will include a detailed review of income, deductions, credits, and contribution opportunities for retirement and health savings accounts (HSA). We may also explore entity selection considerations, charitable giving strategies such as donor-advised funds, and year-end tax optimization ideas based on your income projections
This meeting will be conducted via video conference (Microsoft Teams), and a secure meeting link will be provided upon confirmation.