Should I Do a Roth Conversion This Year?
Watch to explore last-minute planning opportunities for the 2025 tax season and understand the key changes introduced by OBBBA that could impact your 2026 taxes—plus proactive strategies to help you make informed, tax-smart decisions this year.
Speakers:
- Christina Drain, CPA®, Tax Consultant
- Thomas Stedman, CFP®, EA, Financial Consultant
- Dana Vosburgh, CFP®, Managing Director of Advisory Services
If you’d like to discuss your tax plan, and learn opportunities for potential savings, you can schedule a call with a member of our team any time. We’re here to help!
2026 Tax & Planning Guides
Download these quick reference guides for all you need to know about taxes, Social Security, and Medicare for the 2026 tax year in just one place.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
