Loading Events

Join us on Thursday, October 12th, for an education session on on Taxes 101 with W/E CPA.

During the session, you’ll hear from Sarah Ellis and Cathy Waiter about:

  • Early Withdrawal & Penalties
  • Common Tax Mistakes
  • Capital Gains Tax
  • Required Minimum Distributions
  • Retirement Planning (Conversions, Back Door Roth, Etc.)
  • Retirement Through W2 – Upcoming Changes
  • Qualified Charitable Distributions

We are offering two 90-minute sessions—with options to attend in person in the SBC Wealth Management Lounge or online via webinar (6:30 PM session only)—to accommodate different schedules. Please RSVP to Mary Creazzo before Thursday, October 5th. In your response, please indicate if you plan on bringing a guest, as in-person space is limited.

We look forward to seeing you soon!

SBC Wealth Management and W/E CPA are not affiliated.

About W/E CPA

Our mission at W/E CPA is to provide exceptional tax & accounting practices for every single client. Understanding our clients’ individual needs and values when it comes to tax and accounting support, bring ease and understanding to each individual client by maintaining trusting and lasting relationships.