Nick Hopwood, With Taxes Behind Us- Opportunities for Investment may be of Interest

Nick Hopwood, Certified Financial Planner, Founder at Peak Wealth Mgmt, manages over $300 million, has been in the business for 25 years. PeakWM.com. now that taxes are behind us, let's look back at our tax returns and see if there are any opportunities for a roth conversion or qualified charitable distributions