• Get a Head Start on 2023 Tax Planning

  • May 11 2023
  • Duración: 8 m
  • Podcast

Get a Head Start on 2023 Tax Planning

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  • Resumen

  • You filed your taxes for 2022, how can you do better for 2023 and beyond?  In this episode, Dustin Baker, CFP®, EA, ChFC®, RICP®, CLU® Assistant Vice President, Wealth Advisor joins CNB’s Pittsford Bank Office Manager, Harry Gibbs and Laurie Haelen, AIF®, Senior Vice President, Director of Wealth Solutions to answer your tax planning questions.  What’s new starting in 2023?  How can you be proactive instead of reactive with tax planning?  How can your tax liability be reduced?  We will answer these questions and more so you can learn how to take advantage of all the tax benefits you’re entitled to.

     

     
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