Webinar

Hot Topic Webinar: Tax Planning for Investments & Retirement

How can you maximize your investments and retirement accounts while managing taxes effectively? Watch the recording of our February Hot Topic webinar to learn practical tax strategies for 2025. We explored key tax planning opportunities that can help you optimize your financial decisions.

Topics covered:

Federal and state tax considerations
Ways to minimize tax impact on investments
IRAs and tax-efficient withdrawals
Managing RMDs
Charitable giving strategies
… And more!

Presenter:

Jon T. Meyer, CFP®

Principal, President, BGM Wealth Management Group

WATCH THE REPLAY

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“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

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