Year-End Tax Planning

In case you missed it, we had another online seminar last week. Michael Knapp, one of our Financial Advisors as well as a trained Accountant, discussed Year-End Tax Planning. There are steps you can still take to help minimize your tax burden. Allen Dembski, our COO, also discussed the SECURE and CARES Acts. Watch the replay on our You Tube Channel and don’t forget to subscribe so you don’t miss any of our upcoming seminars.

Buffalo First Wealth Management Year End Tax Planning

We also post our weekly Financially Fit Friday discussions between Taunya Abaya and Allen Dembski on You Tube. We discuss many different financial matters during this short 15 minute weekly format. Our most recent discussion was on Long Term Care Insurance. Much has changed in this area, so please reach out to us with questions on this subject.

You can also view our discussion on how our firm has adapted to the Covid-19 Pandemic.

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