Financial planning
Tax strategy review
Find tax savings in Roth conversions, charitable giving and capital gains timing.
Bring last year's return. We look for opportunities across contributions, conversions, harvesting and giving, and coordinate with your accountant.
- Duration
- 60 minutes
- Price
- $220.00
- Location
- Fairway Advisory
- Team
- 2 providers available
Available staff
Rachel Whitmore, CFP®
Mon–Thu · 9:00 AM–5:30 PM
Jonah Alvarez, CPA
Tue–Fri · 9:00 AM–5:30 PM