Advanced Perspective Webinar: Tax Planning

Join us for our monthly Advanced Perspective webinar: Register here! 

Don’t miss out on the chance to enhance your financial future! Register today for our upcoming Advanced Perspective Webinar on Tax Planning, with John Vance, President of Vance Wealth, on May 16th at 4:30 pm (PST). This two-part webinar is designed to provide valuable insights into both personal and business tax planning strategies.

Part 1 Personal Tax Planning: Gain an understanding of effective charitable giving strategies, the potential benefits of converting money from your IRA to a Roth IRA, and the potential advantages of accelerating your income.

Part 2 Business Tax Planning: Focus specifically on business owners and provide strategies to maximize tax deductions over your lifetime. During the webinar, you’ll gain valuable insights on how to optimize your Payroll and Retirement Plan Strategies. Additionally, you’ll discover the Augusta Rule, also known as IRC Section 280A(g), which can potentially help you take a tax-free distribution out of your company.

We strongly encourage business owners to attend the entire webinar, as both parts will be incredibly beneficial to your financial future.

Secure your spot today by clicking the registration link below. If you are unable to attend, register, and we will send you a recording. 

Vance Wealth, Inc. (“Vance Wealth”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Vance Wealth and its representatives are properly licensed or exempt from licensure. The information provided is for educational and informational purposes only and does not constitute advice. Vance Wealth does not provide tax or legal advice. You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications.