Pay Less Tax
Wed, Oct 23
|Rochester
Almost every financial planning issue –including retirement, investments, cash flow, insurance, or estate planning – has major tax considerations and implications. In this class, we will discuss how powerful and customized tax planning can help individuals minimize their overall lifetime tax burden
Time & Location
Oct 23, 2024, 12:00 PM – 1:00 PM
Rochester, 100 Corporate Woods #300, Rochester, NY 14623, USA
Guests
About the event
Taxes touch nearly every aspect of financial planning, from retirement and investments to cash flow, insurance, and estate planning. The impact of taxes on your overall financial strategy is profound, and without a well-thought-out approach, you could be leaving significant money on the table. In this seminar, Financial Advisor Douglas Parker, CFP®, will guide you through the intricacies of tax planning and its critical role in minimizing your overall lifetime tax burden.
This class is designed to show how powerful and customized tax strategies can be when tailored to your unique financial situation. We will explore various tax-saving opportunities across multiple areas of financial planning, including retirement account withdrawals, investment gains, charitable giving, and estate transfers. The focus will be on how to align your financial decisions with tax-efficient strategies that can enhance your long-term wealth.
You’ll learn about the importance of proactive tax planning and how it can impact…