Luke Wendt, our Tax Advisor, discussed:
- What a tax advisor does
- The tax changes in 2022
- Taxes on Social Security and Medicare
- Roth Conversion
If you could not attend, below is the link to the recording.
If you would like to set up a tax meeting with Luke, please get in touch with him at firstname.lastname@example.org or 608.848.2389 ext. 301