Ready or Not - April 15 2025 is coming!
(Nov 7 2024)
James Tarp and Taylor Robson, partners at Legacy Wealth Advisors, LLC presented an informative tax update aimed at helping prepare retirees for the upcoming tax season. They covered the latest annual tax changes, insights into new regulations, effective tax planning strategies, and general tax knowledge. This session is designed to equip retirees with the tools and information they need to confidently navigate the ever-evolving tax landscape. With both having worked in tax planning since 2015, they bring expertise to the table, particularly in the areas of retirement and tax planning.