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 Publication 6292 Rev 9 Fiscal Year Return Projections for the United States 2023

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hello everybody Welcome to the webinar how to review a tax return as a retirement planner we will give it a couple more minutes here let some other folks trickle in thank you all for joining me Cody Garrett says hello hold on hi Cody in small caps thank you all um so yeah today I'll get into more details but just again give another minute or so here today will be how to review a tax return from a retirement planning perspective now this information and and things we'll be looking at today won't only be in relevance to uh specifically retirees or those near retirement but it's some of the things that commonly come up in in reviewing a tax return for people who are retired or close to it and the intention is you as a financial advisor slash planner focus on working with retirees or them people close to it you should hopefully get a lot from this whether or not you already do some tax return review or tax planning regardless I'm pretty confident you

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