Hunting for Buck$

Our expert tax-hunting guides are busy preparing for the 2022 Tax Season. We will showcase our expertise to help hunt for our clients’ tax bucks.

This year it will be a bit of a multi-species tax buck hunt as we cover several topics.

Here are some questions we will answer:

• What is the latest on the Student Loan Forgiveness Program?
• How can you better plan for funding a child’s education?
• How has the Client First tax team made the Tax Organizer and Process better for you?
• Will you benefit from higher 2023 Social Security Benefits amounts and higher Retirement Plan Contribution Limits?
• How will you be impacted when the Tax Cuts and Jobs Act of 2017 expires?
• What does the Adaptiv Select ETF mean for me and my investment accounts?

It is our privilege to provide you with information and guidance regarding tax planning. The Client First team provides insights on current tax laws and possible changes that may be coming. 

This Presentation is part of our FREE Education Series. View more >

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This presentation is for informational and educational purposes only and should not be used to make investment decisions. All images are for illustrative purposes only. Full disclaimers, disclosures, and terms of use can be found here. Clients of Client First Investment Management, LLC may maintain positions in the securities discussed in this presentation. Client First Investment Management, LLC is a SEC registered investment advisor.