Important Tax Moves To Make Before Year End
Thu, Oct 17
|Rochester
Why do most people pay more in taxes than necessary? They aren’t implementing customized tax planning techniques. Join us to learn about our strategies to reduce income taxes, Medicare premiums, and inheritance taxes. We will dive into time sensitive strategies to consider before the end of 2024.
Time & Location
Oct 17, 2024, 12:00 PM – 1:00 PM
Rochester, 100 Corporate Woods #300, Rochester, NY 14623, USA
Guests
About the event
Are you aware that many individuals may end up paying more in taxes than necessary due to a lack of customized tax planning techniques? Join us for an informative class led by Zachary Armstrong, CFP®, where we will explore strategies aimed at helping you potentially reduce your tax liabilities.
In this session, Zachary will discuss various methods that may help minimize income taxes, Medicare premiums, and inheritance taxes. We’ll highlight the importance of personalized tax planning and how it can play a crucial role in managing your overall financial health.
We will also cover time-sensitive strategies to consider before the end of 2024, focusing on actionable steps you can take to optimize your tax situation. Topics will include ways to address Required Minimum Distributions (RMDs), capital gains, and dividends, helping you retain more of your hard-earned money.
By attending this class, you will gain insights into effective tax management techniques…