Update Browser for the full First Western experience.

It looks like you may be using Internet Explorer. For the best experience on our site, we recommend using the most recent version of Google Chrome, FireFox, or Microsoft Edge.

tax forms on table

Planning for a Successful 2016: Year End Tax Tips

November 18, 2015

On November 17, 2015, First Western Trust’s Director of Wealth Planning, Melissa Montgomery-Fitzsimmons, presented a webinar entitled: Planning for a Successful 2016: Year End Strategies and Tax Tips.

In the webinar, Melissa discusses the recent changes to social security that came about in early November as well as strategies to help reduce net investment income tax. Further, Melissa outlines key action items to take before year end.

View a recording of the webinar.

If you have any questions or would like to discuss your wealth planning strategy to set yourself up for a successful 2016, contact Melissa at mmfitzsimmons@myfw.com or by phone at 303.531.8100.

Connect With Our Team