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WEBINAR – Tax Team: Client Information Workshop


Greetings!
 
Baltimore-Washington Financial Advisors invite you to meet our Tax Team and learn all the ways we can assist you! From the beginning, we work to keep you informed, educated and involved during the entire process. 

Webinar
Tuesday, January 11, 2022 from 11:45 AM to 1:00 PM EST
TOPICS WILL INCLUDE:
  • Our process
  • Timelines
  • What we need from you
  • What we do not need from you
  • Filing
  • Payments
PRESENTERS:
CEPS
Director, Client Services
& Executive Manager
Senior Tax & Planning Advisor
Associate Tax Advisor
MATTHEW SMILER
ChFC®

Tax Advisor & Associate
Financial Planner
Tax Advisor
EA
Client Service Associate
Tax Associate

CPA, ESQ.

Tax Consultant
Tax Consultant
We hope you can join us!
Sincerely,


Robert Carpenter

President and CEO

BWFA is a Fee-Only/Fiduciary Advisor.

For questions or help registering please contact,

Cortney Caronna | Client Associate | BWFA | emailus@bwfa.com | 410-461-3900

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