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February 19, 2020
Date: Wednesday, February 19th
Time: 6:30 PM – 8:30 PM
Address: Harper College, 1200 West Algonquin Road, Palatine, IL 60067
Click to register for this Event
***This event is intended for those who are not already WMG clients***
Join Wealth Management Group on Wednesday, February 19th for a 2-hour seminar on everything you need to know about taxes.
Managing your taxes efficiently involves a clear understanding of the tax code. To help you prepare for the year ahead, you are invited to join us to learn new tax tips that may help you reduce your liabilities and pursue your financial goals.
This class will cover:
- The Tax Cuts and Jobs Act
- Roth Conversion Opportunities
- Healthcare Laws & Your Taxes
- Distribution Actions
- “Tax Smart” Asset Location
- Gift Tax Exclusions
- Giving Appreciated Assets to Charity
Do you know someone who is interested in learning about important tax strategies? Bring them along and introduce them to the Wealth Management Group team!
Click to register for this Event
***This event is intended for those who are not already WMG clients***
