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Video
Financial Harvest Team

Tax and Estate Law October 2021 Webinar Recording Available

If you joined us last Wednesday, October 27 for the Tax and Estate Law webinar, thank you so much! And also our thanks to special guests Rick Pullum, President, One Florida Bank, and Mitri Homsi, CPA and Partner at Vestal Wiler. We were able to cover a lot of information about how pending tax and estate law changes will impact you, along with some recommendations for what you can be doing now to prepare for these changes. Every person’s financial needs and objectives are unique. We’d love to speak with you about your specific situation and the effects the proposed

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Video
David Witter

Important Insights You May Have Missed: New Changes in Place and On The Way
a Previously Recorded Webinar

Earlier this year, we invited Dan Harris, attorney and partner at Shuffield Lowman, for a Virtual Coffee Talk. During the discussion, we looked at what you can be doing in the face of recent, and upcoming, legal, economic, and social changes. Now, months later, the insights we discussed remain timely and helpful, especially given the uncertainties of projected impending changes to federal income tax code. In this live Zoom event recording, we assess case studies to help build relevance to your situation. The case studies are designed to address how the Coronavirus Aid, Relief, and Economic Security Act, (CARES ACT), Setting Every Community

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Gain Confidence and Peace of Mind

Free Second Opinion

The team at Financial Harvest invites you to get the answers you need for sound and confident decision making in 2021. We invite you to a free, no strings attached, Second Opinion Financial Checkup.
Gain Confidence and Peace of Mind

Free Second Opinion

The team at Financial Harvest invites you to get the answers you need for sound and confident decision making in 2021. We invite you to a free, no strings attached, Second Opinion Financial Checkup.
Financial Harvest Wealth Advisors creates a safe environment in our office for visiting clients by practicing social distancing, wearing masks, and we have installed UV lights in our A/C system. Or, we'll work with you via Zoom or telephone conference. Your health, well-being, and peace of mind is our primary concern. 
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