Tax-Conscious Investing and Planning
Fort Pitt Capital Group’s Financial Advisor Brad Newman, CFP® covers tax-conscious investing and planning topics like:
- The importance of collaborating with your CPA
- Qualified vs Non-Qualified Savings
- Corporate vs Municipal Bonds
- Roth Conversions
- Tax Loss Harvesting
- How to avoid huge unrealized gains
- Capital gains vs dividends
- Tax-efficient charitable giving
- Options for business owners
*Content is provided for educational purposes only.
