Broker Check
21 Jan
Tax Planning for 2026: What You Need to Know

Description

William Joseph Capital Management, Inc. invites you to join a panel of experienced CPAs for an in-depth discussion on tax planning considerations for 2026.

This educational webinar will focus on key tax planning considerations for 2026—covering Social Security taxation, retirement income planning, and new planning opportunities.

Featuring insights from our CPA panel:

•J. Michael Tuohey
•Dean Anatra
•Bryan Ricci

This session is designed to provide clarity, confidence, and better coordination between your tax and financial planning decisions.

We hope you’ll join us for this timely and informative discussion.

 

Additional Educational Resource

Attendees will have the option to request a complimentary educational white paper, Common Tax Errors to Avoid, following the webinar.

This session is for educational purposes only and should not be considered tax, legal, or investment advice. Please consult a qualified professional regarding your individual circumstances.

Date and Time

Wed, Jan 21, 2026

6:00p - 7:00p EST

Location

ZOOM Webinar

PT1H

Event Registration

Will you be able to attend this event?