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When we founded Doble LeBranti Financial Group, volunteering and giving back was an important company goal. Whether traveling to other areas of the country or volunteering right here in Boston, we support many organizations and make it a point to support causes that are important to our clients and our community.

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Tax and Planning Strategies with Leslie Geller

Tax and Planning Strategies with Leslie Geller

We were excited to host Leslie Geller from American Funds, an expert on the US political climate.  Leslie offered her latest thoughts on tax changes being discussed in Congress, provided an ‘of-the-moment’ policy update, as well as the top tax and planning considerations to keep in mind. Topics addressed included electric vehicle credits, $10k SALT deduction updates, the future of the Backdoor Roth IRA/After-tax 401k, and more!

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  • 5 Burlington Woods, Suite 102
  • Burlington, MA 01803

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