Join us for an exclusive webinar presented by XML Senior Wealth Advisor, Lauren O'Brien, CFP®, RICP®, CPA and the founding partner at Shannon & Wright LLP, Christopher Wright, CPA. This virtual event is designed to help you maximize tax efficiency as we enter tax season, potentially preserve more of your hard-earned wealth, and make informed decisions in the year ahead.
It is important to always speak with your dedicated CPA or tax professional and XML Wealth Advisor in relation to your unique situation.
We’ll walk through key tax topics that matter most right now, including:
- The OBBBA highlights
- Standard and itemized deductions
- Below-the-line deductions,
- Charitable giving Strategies,
- and much more...
Register Below
Join us for an insightful and practical webinar presented by two trusted experts in tax and wealth planning. Whether you’re a seasoned investor, a business owner, or someone planning ahead for your financial future, this webinar offers valuable guidance you won’t want to miss.
XML Financial Group and its Wealth Advisors are not licensed tax or legal professionals. These materials are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding penalties that may be imposed on the taxpayer under U.S. federal tax laws. Individuals should consult their personal tax or legal professional regarding tax filings, such that may be required for certain trusts, retirement and ERISA plans, and any tax- or legal-related investment decisions.
About Lauren O'Brien CFP®, RICP®, CPA:
Lauren O’Brien is a CERTIFIED FINANCIAL PLANNER™ professional and Retirement Income Certified Professional® committed to helping her clients on their life journeys with thorough financial planning. She partners with clients to design a retirement roadmap so that clients feel reassured in the financial decisions they make and execute.
Lauren’s journey afforded her opportunities to work on three continents with several prestigious firms, including Wells Fargo Advisors, Bank of America Merrill Lynch and Deloitte. Fully bitten by the travel bug, she continues to enjoy travel, both locally and globally. She recently visited her 47th state, as part of a quest to see all 50 U.S. states, and she has traveled to six of the seven continents.
Lauren currently resides in Old Town Alexandria, Virginia. Committed to her community, she founded Alexandria’s first exclusively community-focused TEDx program. She is active with her alma mater, the University of Notre Dame, focusing on programs encouraging empowerment and leadership development. She currently serves at George Mason University on the Financial Planning & Wealth Management Advisory.
About Christopher Wright, CPA:
Christopher Wright is a founding partner at Shannon & Wright LLP in Alexandria Virginia where he represents clients in the areas of Estate Planning, Gift, Estate, and Generation-Skipping Transfer Tax Planning, and Estate & Trust Administration. Mr. Wright’s practice also includes advising clients on income tax issues in estate and trust administration, and income tax planning for family wealth transfers.
He is an adjunct professor at The Catholic University of America, Columbus School of Law, where he teach Wealth Transfer Tax and Estate Planning. He earned his undergraduate degree from East Carolina University and his J.D. degree, magna cum laude, from Catholic University of America, Columbus School of Law. Before becoming an attorney, Mr. Wright worked in public accounting as a Certified Public Accountant and medium to large multinational corporations as a financial analyst.
.png)
.png?width=300&height=300&name=Untitled%20design%20(34).png)
.png?width=300&height=300&name=Untitled%20design%20(43).png)
.png?width=37&height=37&name=Untitled%20design%20(86).png){kind=small}