Description

Year-end is approaching- is your financial plan prepared?

Join us for an informative discussion on Year-End Tax Planning Strategies featuring Anthony Panetta, CPA, Director at CBIZ.

This session will focus on important tax planning considerations to keep in mind before the end of the year and strategies that may help you make more informed financial decisions heading into 2027.

Tuesday, October 20
5:30–6:30 PM
Reich Asset Management, LLC
105 Roosevelt Blvd., Marmora

Additional topics and details will be announced as the event approaches.

Whether you have questions about your current tax strategy or simply want to better understand what you should be considering before year-end, we hope you’ll join us.

Reserve your spot today!