Tax Planning Strategies & Opportunities
A Conversation with the CCM Tax Team

Thursday, December 3, 2009
10:00am Central – Approximately 1 hour long

This event featured members of the CCM Tax Team discussing tax planning strategies for year-end, recent tax legislation and proposals, and opportunities for 2010, including the specifics of Roth conversions. With Greg Carlson moderating, this webinar was presented by Kenneth Tomes, CPA, CFP®, MBA, Director of Tax Services and Kevin Koski, CPA, Senior Manager of Tax & Trust Services.

Please complete the form below if you would like a link to the recorded webinar: Tax Planning Strategies and Opportunities.

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