Tax Tips for 2015 and Beyond

John Nersesian CFP®, CIMA®, CIS®, CPWA®

While April 15 is when you account for your taxes, what you do before December 31 can actually lower your taxes.

Our December 8, 2105 webinar featured John Nersesian CFP®, CIMA®, CIS®, CPWA®, as a guest speaker. John is Managing Director of Wealth Management services at Nuveen Investments and is recognized within the financial services industry as an expert in financial planning issues. He is a frequent contributor to The Wall Street Journal, Bloomberg and CNN.

By watching this 45 minute video you will learn:

  • Tax saving strategies to consider implementing before December 31.
  • What you need to know about the Alternative Minimum Tax (AMT).
  • Charitable gifting strategies to consider before year-end.
  • Recent changes to the tax law and how they impact you.
  • Plus more…

Watch now:

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