11/29/23 Year-End Tax Planning and Market Update

CBM hosted an informative webinar scheduled featuring two distinguished experts, Richard E. Morris, CPA, MST, executive vice president and director of tax services, and Gregory M. Estes, CFA, senior portfolio and relationship manager.
In this webinar, Richard and Gregory provided you with valuable insights on year-end tax planning and offer a comprehensive market update, ensuring you’re well-prepared for the financial challenges and opportunities that lie ahead.
Key topics to be covered include:
Strategies to reduce your tax liability before the year ends.
Identifying investment opportunities and managing risks in a dynamic market.
Tax-efficient investment approaches.
Navigating potential tax law changes and their impact on your finances.
Maximizing your financial goals for the upcoming year.