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How will Changes in 2022 Impact Your Taxes, Retirement, and Estate Plan
• Make the most of the COLA Social Security boost
• How will inflation affect your retirement?
• Getting your financial house in order
• What happened to Build Back Better and will there be changes to the tax code.
• How do recent tax law changes affect your IRA's.
• How does moving to Arizona affect your estate plan?

Jan 25, 2022 10:00 AM in Arizona

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Speakers

Matthew Fitzgerald
Financial Advisor @Edward Jones
Matthew Fitzgerald (Financial Advisor @Edward Jones) Matthew is a native to Northern Arizona and has been with Edward Jones since 2016. He believes in focusing on what is most important to his clients to be able to help them reach their financial goals. Matthew is a CERTIFIED FINANCIAL PLANNER™. Matthew lives in Clarkdale, AZ with his wife and daughter. He enjoys supporting the community and currently serves on the board of the Humane Society of Sedona.
Jonathan Linford
Partner, Attorney at Law @Morris Hall
Jon was raised in Arizona as the oldest of seven children. He attended law school at the University of Arizona. During law school, he received recognition for excellence in legal writing. Jon has worked with individual clients on many matters and discovered that his true passion was assisting families in estate planning and administration. Jon is a member of various community organizations, and was recently voted the best lawyer in Sedona 2018-2020 by Sedona Readers' Choice.
Blake Comish
CPA @Desert Foothills Accounting & Tax
Blake Comish, CPA, is the Owner of Desert Foothills Accounting and Tax. Blake has a master’s degree from Brigham University in accounting and tax. Blake has over 25 years of experience in tax planning and tax preparation.