Description
• How some families can qualify for a $1,400 refund, even if they owe no taxes
• Why 529 savings plans aren't just for college anymore and what that means for you and your children or grandchildren
• Why new estate planning rules could accidentally disinherit your children
• Why small business owners may only be taxed on 80% of their business income
• Why making several years of charitable donations at one time may make sense
• The inflation change in the tax code that could lead to higher taxes in the future
• How the new tax rules may impact your retirement planning strategy
• Why paying off your mortgage may be smarter than ever
• Why reorganizing your business into a new entity might be worth exploring
• The Good News, Bad News story for divorce starting in 2019
Date and Time
Thu, Mar 12, 2020
6:30p - 8:00p PST
Location
Claim Jumper
Note
Dinner and refreshments will be provided. Contact us today to reserve seats for yourself and any guests you may like to bring. Feel free to reply to this email, click on the link or call (626) 408-1333 Ext 201. We hope to see you there!