RSVP today for our CPA Q&A with Rebecca Smith on Tuesday, March 24th, 2026 at 2pm.

We are pleased to invite you to a small and intimate client event on Tuesday, March 24th, featuring local CPA Rebecca Smith.

This will be an interactive discussion focused on timely tax planning strategies and how they integrate with your overall wealth plan. Our goal is to provide clarity around current tax topics and allow plenty of opportunity for your specific questions.

We will leave time at the conclusion for an open Q&A session.

Some potential topics we may cover include:

• Capital gains strategies

• Short-term vs. long-term rentals and tax implications

• The “Big Beautiful Bill” and legislative updates

• Qualified Charitable Distributions (QCDs)

• Required Minimum Distributions (RMDs)

• Changes to Social Security taxation

• Estate and gifting strategies

Because this is a small-group setting, seating is limited. We encourage you to register early to secure your spot.

Additionally, we would love to tailor this discussion to what matters most to you. When you RSVP by clicking the link below, please let us know if there are specific tax or planning topics you would like Rebecca to address.

We look forward to seeing you and having a thoughtful, engaging discussion.

Warm regards,

Chris Stallings

Sources:

https://www.horizoninvestments.com/category/weekly-market-recap/

This is a general commentary and not indicative of any one account. Not all accounts may have experienced assets discussed. Past performance is not indicative of future results.

The commentary in this report is not a complete analysis of every material fact in respect to any company, industry or security. The opinions expressed here are not investment recommendations, but rather opinions that reflect the judgment of Horizon as of the date of the report and are subject to change without notice. Forward looking statements cannot be guaranteed. We do not intend and will not endeavor to provide notice if and when our opinions or actions change. This document does not constitute an offer to sell or a solicitation of an offer to buy any security or product and may not be relied upon in connection with the purchase or sale of any security or device. Index information is intended to be indicative of broad market conditions. The performance of an unmanaged index is not indicative of the performance of any particular investment. Individuals cannot invest directly in any index. This commentary is based on public information that we consider reliable, but we do not represent that it is accurate or complete, and it should not be relied on as such.

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. Abundance is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://www.kestrafinancial.com/disclosures