Podcast: How to use investment portfolios in tax planning

December 4, 2018

Recording | Slides

As the impact of the Tax Cuts and Jobs Act comes into focus, now is the time to get a clear view of your “big picture” financial plan.

We’ll show you how in this webcast with CPA financial planner Matt Rosenberg. In the context of today’s dynamic environment, he will explain how you can use your investment portfolio, part of a well-rounded comprehensive financial plan, to create tax planning opportunities. In this plain English financial literacy webcast, you will learn:

  • The art & science of creating a tax efficient investment portfolio
  • How certain investments can create tax inefficiencies and limitations
  • What are opportunity zone funds and the tax benefits