A Tax Odyssey: What Financial Planners Should Be Telling Their Clients
Seminars & Talks- When
- America/New_York (EDT)
- Where
- Wolferts Roost Country Club120 Van Rensselaer Boulevard, Albany, NY 12204
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A Tax Odyssey: What Financial Planners Should Be Telling Their Clients took place on Thu, Oct 22, 2026 at 8:00 AM (EDT) at Wolferts Roost Country Club in Albany, NY.
About this event
This event reviews tax and financial planning options for clients within the current permanent tax landscape. Attendees receive 1.5 continuing education credits while learning about relevant strategies.
Full description from organizerShow less
A review of tax and financial planning options your clients need to consider in the current – and “permanent” – tax landscape. 1.5 CE credit Time: 7:30 A.M. Reg/Breakfast | 7:45 – 9:30 A.M. Program Speaker: Martin S. Finn, JD, LL.M., CPA, RLGC Law Group, PLLC A review of tax and financial planning options that your clients need to consider in light of the current – and “permanent” – tax landscape. We will discuss old and new planning opportunities and, more importantly, we will review tax planning strategies that clients should consider before year end to reduce the impact of an “un-changing” tax world. Learning Objectives: 1. Update on the One Big Beautiful Bill Act ’25 (OBBA) tax provisions and recent regulations. 2. Discuss planning opportunities that all clients need to consider keeping their tax and financial plans relevant and current including ROTH conversions. 3. Review year-end tax planning strategies to reduce the impact of taxes on financial decisions. Meeting sponsors: J. Mullen & Associates, LLC and Pioneer Bank
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Details
- When
- Thu, Oct 22, 2026 · 8:00 AM (EDT)
- Where
- Wolferts Roost Country Club
- Address
- 120 Van Rensselaer Boulevard, Albany, NY 12204
- Price
- $40 +
- Genre
- Seminars & Talks
Questions
- When was A Tax Odyssey: What Financial Planners Should Be Telling Their Clients?
- Thu, Oct 22, 2026 at 8:00 AM EDT.
- Where was A Tax Odyssey: What Financial Planners Should Be Telling Their Clients?
- Wolferts Roost Country Club, 120 Van Rensselaer Boulevard, Albany, NY 12204, Albany, NY.