Year-End Tax Planning with Sheryl Rowling

Presented by

Sheryl Rowling

About this talk

Hear from Sheryl Rowling CPA/PFS, head of rebalancing solutions for Morningstar and founder of Rowling and Associates, who will explore tax strategies and how to use them to: -Help your clients minimize tax burdens. -Avoid or minimize capital gain distributions. -Optimize charitable contribution opportunities.

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