With 2015 just 6 weeks away, it’s important to take a look at your finances and determine which year-end tax and wealth planning strategies you should employ to help set yourself up for a successful 2015.
First Western Trust’s Director of Wealth Planning, Melissa Montgomery-Fitzsimmons, recently presented a webinar discussing her year-end planning tips. In the presentation, she shared strategies for capital gains and losses, charitable planning, business owners, and income and expense planning.
If you have any questions regarding your specific financial situation or for more information, please feel free to reach out.