The end of the year is your opportunity to make strategic financial moves that can help reduce your tax burden for the upcoming tax season. But with so much uncertainty looming over the tax landscape, what opportunities are available to you?
Telemus Senior Financial Life Advisor Bob Stone recently hosted a webinar on the upcoming tax season with Andy Bass, CPA, CWM®, PFS™ and Matthew Heckler, JD. Bob, Andy and Matthew discussed ways to prepare for tax season and outline strategies that can help reduce your tax liability. Specifically, they covered:
Bob Stone is a Senior Financial Life Advisor and one of the original founding Partners at Telemus. Bob works with Telemus members to help them develop financial goals and investment strategies for the near to long term. Bob has more than 28 years of investment and financial industry experience and has helped members weather a wide variety of market situations across all stages of life. Bob is a graduate of the University of Michigan. He currently sits on the Board of Directors of the Karmanos Cancer Institute in Detroit, Michigan and on the Board of Directors at the University of Michigan Hillel.
ABOUT THE PRESENTER —Andrew Bass, CPA®, CWM, PFS™
Andrew Bass, CPA®, CWM, PFS™ has been a member of the Telemus team since its inception in 2005. As the Chief Wealth Officer, Andrew is responsible for all strategic financial and life management services. He works with high-net-worth members to ensure their financial life plans are designed to achieve realistic goals in both the short and long term. With both his B.B.A. and M.B.A. from the University of Michigan, Andrew brings an entire career’s worth of tax and financial services experience to Telemus. Prior to joining the team, Andrew was a real estate developer, worked at BDO Seidman, and was a Partner at Arthur Andersen where he was responsible for managing the tax and financial affairs of both personal and the related business interests of its entrepreneurial client base.
ABOUT THE PRESENTER —Matthew Heckler, JD
Matthew Heckler, JD joined Telemus in August 2020 with almost fifteen years of experience providing comprehensive wealth management solutions to corporate executives and other wealthy families. His arrival marked the launch of our Corporate Executive Services division, which he leads. Prior to joining Telemus, Matt was a Principal at Cerity Partners, managing a wealth advisory team to deliver proactive holistic advice followed by white glove implementation. His clients rely on him to coordinate all aspects of their financial lives including: tax planning, estate planning, risk management and insurance, investments, liquidity planning, employee benefits, healthcare, and retirement planning.
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