During a recent Coffee & Conversation, Cecile Hult, CFP®, CDFA® Partner & Private Wealth Advisor for Argent Bridge Advisors, sat down with Maggie Lust and Michael Osinksi, CPA’s at Dixon Hughes Goodman LLP, and explored what tax law considerations you need to know about as you prepare for 2022 tax time. Here’s a short Espresso Shot from the webinar highlighting charity tax credits and qualified charitable distributions. Give it a listen now!
If you’re interested in watching the entire replay of the Coffee & Conversation, click here.
If you’d like to discuss tax planning for 2022 or beyond, reach out to us! We’re always looking to bring clarity to wealth planning.
Speakers
Maggie Lust
CPA, Senior Tax Associate
Dixon Hughes Goodman LLP
Michael Osinski
Partner, CPA
Dixon Hughes Goodman LLP