Avoiding a Big Tax Surprise [On Demand Webinar]

To avoid a big tax surprise, you may need to change your mindset about tax planning. By being proactive and planning throughout the entire year instead of just at tax time, you can help maximize your benefits and minimize the surprises.

In this educational on-demand webinar, Financial Advisor Joel Cundick helps you develop a game plan for how to incorporate tax planning effectively throughout the course of the year.

Presented By:

Joel Cundick Lead Advisor / Financial Advisor CFP®, AIF®

Joel is frequently quoted in local and national media and has been a repeat guest on Federal News Radio. He graduated magna cum laude from Brigham Young University with a bachelor’s degree in business management with a finance emphasis.

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