Guiding Currents: The Year-End Tax Playbook

Event Description:
Join us for the inaugural session of Guiding Currents, Tidewater Wealth Management’s new thought leadership webinar series designed to help you navigate financial decision-making in a dynamic market and policy landscape.

In The Year-End Tax Playbook, we’ll focus on key financial and tax strategies to consider before December 31. With insights from leading industry experts and Tidewater’s personalized planning approach, this session will equip you with practical steps to optimize your financial position before the year closes.

Whether you're already working with a trusted advisor or looking to take a more proactive role in your financial planning, this timely conversation offers valuable guidance to help you move into the new year with clarity and confidence.

What You’ll Learn:

• Strategic moves to make before year-end
• Tax planning opportunities under current policy
• Investment considerations and timing strategies
• How to align decisions with your broader financial goals

Don’t miss this opportunity to start the Guiding Currents series with insight and intention.