Merriman Webinar Mid-Year Tax Planning: Tips to reduce taxes and avoid surprises

Please join us for a mid-year tax review. We will point out some items to consider and things to check to confirm you are optimizing your taxes for the remainder of the year and beyond, plus set you up to avoid tax surprises.

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Webinar Hosted By: Geoff Curran, Wealth Advisor CPA/ABV, CFA®, CFP®

Geoff has always enjoyed talking with people about finance, learning about their investments, financial strategy, and business sense. His interest only deepened with time, and what began as a hobby has now become a life-long passion, with an unparalleled passion for continuing education that makes him an expert in many subjects from traditional taxes and investments to business succession planning and executive compensation negotiations.