Join Brian Murray, a tax planning specialist with Orgel Wealth Management, for a discussion on how to maximize your impact and minimize your tax bill. Discover smart strategies for individual tax efficiency, Medicare surcharge planning, and charitable giving. Plus, get key updates from the latest tax law changes.
Lunch will be provided for in person attendees. A virtual option will also be available. Registration is required.
Meet our presenter: Brian Murray, Tax Planning Specialist
Brian serves as a Tax Planning Specialist at Orgel Wealth Management, assisting our individual and business clients by collaborating with their tax and accounting team to facilitate tax efficient planning solutions. Prior to joining Orgel Wealth Management, Brian had over ten years of public accounting experience, most recently as a tax manager for a national public accounting firm.
Brian earned his Bachelor of Business Administration degree in comprehensive accounting from the University of Wisconsin – Eau Claire. Brian holds a Certified Public Accountant license in the state of Wisconsin.
*Orgel Wealth Management does not provide legal or accounting advice.