On-Demand Video

10 Ways to Avoid a Big Tax Surprise

By being proactive and planning for taxes throughout the entire year instead of just at tax time, you can help to maximize your benefits and minimize the surprises. 

This 20-minute educational webinar can help you develop a game plan for how to incorporate tax planning effectively throughout the course of the year. 

We discuss strategies for:

  • Potentially lowering your Adjusted Gross Income (AGI)
  • Taking advantage of lower capital gains and dividend tax rates
  • Managing your Medicare surtax exposure
  • Considering a Roth conversion
  • Helping make your portfolio more tax-efficient

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Meet the Speaker

Joel Cundick, CFP®, AIF®, APMA®

Financial Advisor at Savant Wealth Management

Joel is frequently quoted in local and national media and has been a repeat guest on Federal News Radio. He teaches retirement preparation seminars to Federal employees through the National Institute of Transition Planning.

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About Savant Wealth Management

Savant is an independent, fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses across the nation.

Since 1986, we have focused on one key principle—that all financial advice should be made strictly in the best interest of the client. But it goes beyond that. We are committed to helping our clients pursue peace of mind through the collective insight, wisdom, and perspective that we offer.