Click on the image above to watch this video.

Market Outlook & Tax Planning Strategies For 2021

This is the replay of our live virtual client appreciation event hosted on February 17, 2021.

Managing Partner Steve Wolff discusses the market outlook for 2021.

Guest Speaker Rachel Ivanovich, E.A., M.B.A. shares tax planning strategies for 2021.

Carolyn Grant, Executive Director of the Museum of Making Music in Carlsbad gives us a sneak peak of recent renovations and featured multimedia experience.

Timestamps are provided below for each segment of the recording.

3:25 Brief virtual tour of the Museum of Making Music in Carlsbad.

9:51 Market Outlook for 2021

22:24 Tax Strategies for 2021

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