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Tax & Retirement Strategies!

December 2, 2016Events & AnnouncementsJustin Struble

Donald Trump

Tax & Retirement Strategies

End of Year Tax Planning with Tina Perkins, CPA and Justin Struble. CFP to shed light on some unique tax and retirement planning issues that can be utilized before the end of 2016 and going forward.

Topics:

  1. End of year tax saving strategies for business owners
  2. Understanding the Trump Tax Cuts possibilities
  3. Potentially avoid common mistakes with the Alternative Minimum Tax
  4. Overlooked pitfalls of your 401k/IRA

Workshop is designed for Business Owners, Real Estate Investors, & Investors with at least $500,000 of investable assets. Must RSVP and be registered to attend.

Workshop Details:

Location: The Perkins Building

Address: 4048 Popps Ferry Rd. D’Iberville, MS. 39540

Date/Time: December 15th, 2016 at 6:00 pm

RSVP: (228)392-2991    Seating Is Limited.

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We are an independent financial service firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Financial planning, investment advice and insurance provided through Business-owner Strategies Group, LLC a North Carolina Registered Investment Adviser and Licensed Insurance Agency d/b/a BSG Advisers. Wealth CAPS does not provide legal or tax services.

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