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Tax Planning Seminar

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  • Tax Planning Seminar - Nov
     November 14, 2018
     6:30 pm - 8:30 pm

Have you ever felt like you are paying too much in taxes? We will demonstrate some common year-end tax planning strategies to help legally minimize your tax liability now, and in the future. Join us for this event to cover important tax planning strategies.

Alexander Krivosheev, Partner and CPA at Kamps and Associates Accounting Services, LLC, will teach the seminar. He graduated from Georgetown University with a Global Executive MBA.

In addition to his MBA, Alexander has received degrees in management, economics and accounting. Alexander’s knowledge and tangible experience will provide students with a great resource to answer any tax or economic questions.

The seminar will help to answer the following questions:

  • When is it optimal to make a Roth conversion?
  • Can I build tax free assets even if I have high income?
  • How do I build tax free assets?
  • Do my investments cause taxes?
  • How would the new tax reform affect me?
  • How will Required Minimum Distributions affect me?

Register today to begin your financial education. It is never too late to plan for your financial future.

For more information about the seminar, please contact Macaela Fahey at macaela@fanwmg.com or (714) 597-6510.

The information to be discussed is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. During this presentation, investments will be discussed, such as stocks and bonds, which have various risks including loss of principal and may not be suitable for every investor.

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