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Tax Planning (Adult) 1/15 @ 6:30 PM
January 15 @ 6:30 pm - 8:00 pm
Join special guest speaker Matthew Glatt, CPA, CFP for a free seminar.
Some of the topics covered are…
- The impact of taxes on investment qualified plan distributions
- Most common tax mistakes made by most people
- Formula for determining one’s tax liability
- Tax planning vs. tax preparation
- Current tax law changes