Important Tax Moves To Make Before Year End
Tue, Mar 25
|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. Don't wait—now is the ideal time to plan for next year's tax season.
Time & Location
Mar 25, 2025, 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? Right now is the best time to plan for next year’s tax season. 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 2025, focusing on actionable steps you can take now to optimize your tax situation. Topics will include ways to address Required Minimum Distributions (RMDs), capital gains, and dividends, helping you retain more of…