Jenn Piper, CEPA
Value Advisor, Volare AI
Your growth plan, executed in sprints all year, so you hit this year's goals and build toward your long-term vision
Save on This Year's Tax Bill · Tuesday, November 17
Your Year-End Checklist
Thank you for joining Save on This Year's Tax Bill. Fill out the short form to get the checklist, with a page from each of us.
- 1Fill out the short form.
- 2Download the checklist. We email you a copy too.
- 3Book time with Jenn, or ask to talk with Jim or Anthony.
Watch the recording
The recording will be posted here on November 18.
Meet the speakers
Jim Horn, CEPA, CRPC, CBDA
Matterhorn Private Wealth
Your personal wealth plan and tax planning: cash flow, retirement income and charitable giving
Anthony Venette, CPA/ABV, MBA
Lead, Tax Valuation Services, Withum
Your tax and valuation questions: helping good people solve interesting problems, starting with whether profit stays in or comes out
Disclosures
Jim Horn, Matterhorn Private Wealth
Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment adviser. Matterhorn Private Wealth and RFG Advisory are unaffiliated entities. Volare AI and Withum are unaffiliated with Matterhorn Private Wealth and RFG Advisory, LLC.
For educational purposes only and not tax or legal advice. Consult a qualified professional for your individual circumstances.
Anthony Venette, Withum
The views and opinions I express in this presentation are my own and do not represent the views or opinions of Withum. This presentation is for general information only and is not tax, legal or accounting advice, and it does not create a client relationship. Information is believed accurate as of November 17, 2026, and examples are simplified federal illustrations. Consult your CPA before taking action.