Understand the latest tax updates and how to optimize tax planning strategies for your portfolio presented by the EIG Tax Team led by Sandra Geisler, CPA, Director of Tax Planning.

As we approach year-end, we discuss how to prepare for the upcoming tax season to eliminate any surprises and what may be changing for 2025 and beyond.

Refreshments provided. All are welcome - bring a friend, relative, or neighbor!

Hosted in-person only at Ellenbecker Investment Group. Unable to attend? Listen to the Tax Talk Money Sense radio show with Sandra Geisler and the EIG Tax Team.