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2023 Webinar for Individuals - Your Tax Roadmap

2023 Webinar for Individuals - Your Tax Roadmap

Please note: CPE is only available for live webinars. CPE is not available for webinars on-demand.

In this webinar on Individual Tax Strategies for Year-End two of our tax experts: Mark Gaudet and Larry Powell will cover understanding the tax implications of your financial decisions is vital. Join us in this session as we explore key considerations for optimizing your tax situation as we approach the close of 2023.

Our experts will discuss a spectrum of topics that may influence your financial decisions.

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Larry Powell

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Larry enjoys working with clients to help them achieve their financial wealth planning goals and make decisions to maintain family harmony. He chairs CSH’s Personal Wealth Planning Services Group.

Mark Gaudet

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Mark provides dependable assistance and advisement to clients related to income tax, transfer tax, philanthropic, and succession planning matters. Mark specializes in working with corporate executives, high-net-worth families, and closely held businesses.
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