Facet Wealth Presents

Tax Planning Lunch & Learn


This year is unlike any other, and that includes taxes. Though it seems counterintuitive to talk taxes in July, mid-year is actually the perfect time to analyze how changes in income and expenses—as well as government programs and revisions to the tax code—will affect your financial situation (and mood) next time April 15th comes around.

Facet Wealth's co-founder and chief evangelist Brent Weiss, CFP®, ChFC®, was joined by Scott Spann, CFP®, for this quick half hour (really!) session about the tax moves you need to make before the end of the year.

Originally aired: July 23rd, 2020
Hosted by: Brent Weiss, CFP®, ChFC® and Dr. Scott Spann, PhD, CFP®

Looking for more on the importance of planning ahead with your taxes? We have more on the blog.