At BGM Wealth Partners, we believe that knowledge is key to financial success. Join us each month for informative discussions on key financial topics ranging from tax planning issues to healthcare concerns. Our hour-long lunch Hot Topic Events or webinars are held one Wednesday each month, and are the perfect way to stay up-to-speed on hotly discussed issues that could affect your financial future.

Year-End Tax Planning—Smart Moves to Make Now
Nov 29 @ 4:00 pm – 5:00 pm

We may soon see the first tax overhaul in 30 years. However, whether and how those changes take shape can’t be predicted, and we shouldn’t wait to take action. In fact, the best time to begin planning for our next tax return is now, before the year ends. We’ll explain why and how in our free webinar.

Join BGM Wealth Partners for an hour-long discussion on tax steps to take now. We’ll cover:

  • Potential ways to avoid paying higher taxes next year
  • The deductions that you can take
  • How to avoid taxable distributions from mutual funds
  • The pros and cons of converting to a Roth IRA
  • The best way to make charitable contributions without increasing your tax load
  • How tax legislation could affect your return


This event is free to attend, but advance registration is required.

Register Now