Videos

Q1 2022: Quarterly Market Outlook

Watch this webinar hosted by Carson’s Senior Investment Strategist, Scott Kubie, and Portfolio Strategist, Patrick Sittner, as they cover the market outlook for 2022.

New Tax Legislation for 2022

Watch this webinar hosted by Carson’s Managing Partner, Wealth Solutions, Jamie Hopkins, as he covers the new tax legislation for 2022.

10 End-Of-Year Tax Planning Tips

Watch this webinar hosted by Carson’s Managing Partner, Wealth Solutions, Jamie Hopkins, and Senior Wealth Planner, Kevin Oleszewski, as they cover 10 tips for end of year tax planning.

What We’re Grateful For in 2021

Kim Gieseler, Co-Founder & Wealth Advisor at Valorem Financial, shares what we’re grateful for in 2021.
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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