Tax season may be over, but the smartest planning happens year-round. Join us on Thursday, May 29 from 4:00–5:30 PM at IDA Wealth for an exclusive session focused on advanced tax strategies and how they connect to your broader financial goals.
We’ll explore how proactive tax planning, investment alignment, and wealth-building strategies can work hand-in-hand to help you reduce your tax burden and grow your assets more efficiently. Whether you’re already working with our tax team or just curious about integrating tax with wealth management, this is a great opportunity to learn, ask questions, and see what’s possible.
Space is limited but please bring a friend!
