On November 17, 2015, First Western Trust’s Director of Wealth Planning, Melissa Montgomery-Fitzsimmons, presented a webinar entitled: Planning for a Successful 2016: Year End Strategies and Tax Tips.
In the webinar, Melissa discusses the recent changes to social security that came about in early November as well as strategies to help reduce net investment income tax. Further, Melissa outlines key action items to take before year end.
View a recording of the webinar.
If you have any questions or would like to discuss your wealth planning strategy to set yourself up for a successful 2016, contact Melissa at mmfitzsimmons@myfw.com or by phone at 303.531.8100.