Join EBW and presenter Marnette Myers, CPA, Esq., for our "Tax Considerations in Retirement" Webinar.
Myers will provide an overview of the tax considerations you must consider in retirement in EBW's second webinar of 2022. She'll discuss Social Security, Retirement Distributions (IRAs, 401k), Roth IRAs, mortgage payoffs, medical expense deductions, and quarterly estimated tax payments.
Marnette has over 25 years of experience in the accounting profession with an expertise in overseeing and supervising the preparation of not-for-profit, corporate, partnership, fiduciary and individual tax returns. Marnette works with closely-held businesses to develop strategies to reduce taxes for the business as well as the owners. She also gives regular presentations to local groups and organizations regarding tax planning and changes in tax laws and regulations.
Marnette has been recognized by the Northern Virginia Magazine and the Washingtonian Magazine as a top tax advisor in the Metropolitan D.C. area for several years.
Prior to joining Prager Metis in 2019, she was the Director of Tax at Frank & Company, and worked as an attorney in the Office of the Associate Chief Counsel (Income Tax & Accounting) for the Internal Revenue Service in Washington, D.C.
This event is purely educational. No products or services will be offered for sale and there is no obligation.
Neither Cetera Advisor Networks LLC nor its representatives offer tax or legal advice.
Please consult with your tax and legal advisors regarding your individual situation.
Investment adviser representative and registered representative of, and securities and investment advisory services offered through Cetera Advisor Networks LLC (member FINRA/SIPC), a broker/dealer and registered investment adviser. Egan, Berger & Weiner, LLC is not a subsidiary of, nor controlled by, Cetera Advisor Networks LLC.