november, 2021
Event Details
Join us for our monthly Advanced Perspective Webinar. Join John Vance, President of Vance Wealth, for a 2-part webinar focusing on Year-End Tax Planning on Tuesday, November 16th at 4:30pm
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Event Details
Join us for our monthly Advanced Perspective Webinar.
Join John Vance, President of Vance Wealth, for a 2-part webinar focusing on Year-End Tax Planning on Tuesday, November 16th at 4:30pm (PST).
Part 1: The first 30 mins will cover, Personal Tax Planning Strategies including:
• Biden’s tax proposal
– Details & Analysis of the House Build Back Better Act Tax Provisions updated as of November 5th
• Charitable giving strategies
• Should you convert money from your IRA to a Roth IRA?
• Does it make sense to potentially accelerate your income?
Part 2: The second 30 mins will cover, Business Owner Tax Planning Strategies including:
• Maximizing tax deductions as a small business owner
• Learn strategies to potentially unlock massive tax savings by working on your business rather than in it
• Be more purposeful with your payroll & retirement plan strategies
Business owners are encouraged to join for the entirety of the webinar.
Registration is required:
https://raymondjames.zoom.us/webinar/register/WN_11YVKoYqQCSBuv9M_KrYqw
Time
(Tuesday) 4:30 pm - 6:00 pm PST
Location
26491 Summit Circle
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