Kingsbridge Office Hours are a series of open invitation sessions to call and ask questions one-on-one to financial professionals from Kingsbridge on different topics.

For this session, we are pleased to be joined by a guest, James Frank, J.D., LL.M, Director of Financial & Wealth Transfer Planning for Karr Barth Associates. Jim will answer any question you have about year end tax and financial planning and positioning yourself well for the 2025 tax year. Call any time during the session to ask your questions one-on-one.

Please also invite your friends and family, you don't have to be a client to to ask questions!

The speaker on this call is solely responsible for the information he is providing, which is not in any way endorsed by, and does not in any way represent the opinions, recommendations, or advice of Equitable Advisors or any of its associates, employees, or affiliates. Equitable Advisors, LLC and its associated companies and individuals are not affiliated with the speaker or the company they are representing. The information provided is for educational purposes only and should not be construed as a solicitation of any kind.

PPG-6512570.1 (3/24) (Exp. 3/26)