Join us for a Compound Conversation featuring Kristin Carter (our new Head of Tax Advisory) and Tim Hamilton (Managing Director and Senior Wealth Advisor) about everything you need to know to prepare for tax season.
This conversation is the perfect opportunity for entrepreneurs, professionals, and retirees to:
👩💼 Meet our new head of tax advisory
🔎 Understand how to approach tax planning
🗓️ Start preparing for tax season
💡 Learn the benefits of keeping taxes simple
DISCLOSURE: These events have been prepared for informational purposes only, and are not intended to provide, and should not be relied on for tax, legal or accounting advice. You are solely responsible for evaluating and acting upon the education and information contained in this material. Certain federal or state laws applicable to your situation may impact the applicability, accuracy, or completeness of the information in these presentations. Federal and state laws and regulations are complex and are subject to change. This material was not intended or written to be used, and it cannot be used with any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer under U.S. federal tax laws. Tax laws and regulations are subject to change. Always consult your own tax professional prior to investing. There is no guarantee that any forecasts made will come to pass.