KOVITZ EVENTS
Register to Attend This Dinner Seminar at Gibsons Steak House in Chicago, IL
THURSDAY, NOVEMBER 14
Optimizing Your Financial Future
Essential Income Tax Strategies for 2024: How to Optimize and Prepare for Future Tax Changes
As we approach another year of potential tax reform, it’s critical to ensure that your income tax planning is optimized to preserve your wealth and minimize tax liabilities. With possible legislative changes on the horizon, now is the time to review your strategies and make adjustments where necessary. Join us on November 14, 2024 for an in-depth discussion on key income tax planning techniques at Gibsons, and learn how to position your finances for success.
What we will cover:
- The importance of comprehensive financial planning and its role in income tax strategy
- Proven income tax strategies, including Roth conversions and tax-loss harvesting
- How to best position your assets across various accounts to minimize taxes
- The benefits and considerations of Qualified Charitable Distributions (QCDs) and 529 plans
- Tailored approaches for Illinois residents
DATE & TIME
Thursday, November 14 · 6:00pm - 8:00pm CST
LOCATION
Gibsons Bar & Steakhouse
1028 N Rush St,
Chicago, IL 60611
MEET YOUR PRESENTER
.png?width=300&height=300&name=Pete%20Crowell%20(1).png "Pete Crowell (1)")
Pete Crowell, CFP®
Senior Wealth Advisor
Kovitz
Pete delivers comprehensive financial planning advice to individuals and families. He joined Kovitz in 2019 after serving in a variety of roles over 14 years at The Northern Trust Company (Chicago, IL ) and Commerce Bank (Kansas City, MO). Pete earned a Bachelor of Science degree from Moody Bible Institute and a Master of Business Administration from the University of Missouri - Kansas City. Pete is a CERTIFIED FINANCIAL PLANNER® professional.
NEED ASSISTANCE?
Please email events@kovitz.com or call 312.673.7100
Kovitz Investment Group Partners, LLC (Kovitz) is an investment adviser registered under the Investment Advisers Act of 1940. Registration of an investment adviser does not imply any level of skill or training. The description of products, services, and performance results of Kovitz contained on this website is not an offering or a solicitation of any kind. Past performance is not an indication of, and does not guarantee future results. Securities investments are subject to risk and may lose value. All of the information on this website is believed to be accurate and correct as the date set forth. Kovitz does not have or accept responsibility or an obligation to update such information.
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