VIDEO: Tax Preparation Webinar Replay

Webinar held for 2022 tax preparation tips and tricks

Level Financial Advisors and Lisa Mrkall, CPA, MBA of Tronconi Segarra & Associates host this 1-hour educational session geared toward making sure you are prepared for filing your taxes! Lisa discusses common errors and misconceptions, how to handle distributions and charitable donations, and changes in the tax code that will impact this year’s returns.

Level Financial Advisors