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Year-End Tax Planning

When: Monday, November 13, 2023

Time: 6:30 pm – 7:30 pm

MRA Advisory Group invites you to our Year-End Tax Planning Webinar.  Alison Cogan, CPA, and Marco Lima, CFP®, CEO will discuss any tax changes for this coming year and get you up-to-date on what you need to know this tax season.

There will be time for Q&A after the presentation. 

This webinar is presented by:

Marco Lima, CFP®, CEO of MRA Advisory Group 
Alison Cogan, CPA, Director of Tax Services at MRA Advisory Group

To RSVP and receive the meeting link email Jolaine Richmond at

There is no cost or obligation to attend. The webinar is for information purposes only. Any materials presented, and discussions should not be considered as tax advice.

Advisory Services are offered through MRA Advisory Group, a Registered Investment Adviser. It is general in nature that the statements herein are not a complete statement of all information necessary for making an investment decision and is not a recommendation or a solicitation to buy or sell any security. The investments and strategies mentioned may not be suitable for all investors. Past performance is no guarantee of future results. Nothing herein, nor any attachment, shall be considered to constitute (i) an offer to sell, nor a solicitation of an offer to purchase, any security, or (ii) tax or legal advice.

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