As you know, taxes seem to become more complex every year. Over the last couple years, I have been researching all the tax breaks and "loopholes" that I can find for my clients. I now have a tax planning process that I am integrated into my practice that is designed to help you pay less taxes as you accumulate, distribute, and transfer your assets.
I have included a link to a one-minute video that concisely explains the concept. I will also be hosting a short 30-minute Webinar on Wednesday, November 8th, at 5:00 pm that will offer more information. Please see the attached Webinar Flyer for all the details. We will be raffling off two $50 Amazon gift cards to those who attend.
Please register and I look forward to seeing you on the webinar!
Date and Time
November 8, 2023 - November 10, 8202
5:00p - 5:30p PST