Do you know how the new tax law is affecting today’s US economy and more importantly, YOUR personal economy? While no one intentionally makes TAX MISTAKES, they do miss tax benefits and planning opportunities by not understanding THE NEW TAX LAW.
We routinely review tax returns that are missing out on beneficial tax planning opportunities or are taking incorrect deductions for retirement accounts and mortgage interest. Lack of planning can mean unnecessary capital gains and interest taxes… therefore, paying Uncle Sam far more than you could be!
If charitable giving is of interest or important to you, you won’t want to miss this class! We will discuss why charitable giving is even more beneficial and powerful under the New Tax Laws by using simple but powerful planning techniques. Learn why waiting until 70 or 71 for RMDs (required minimum distributions) on IRA or Tax-Deferred accounts might be a mistake!
Are you consistently updating or changing your Estate Planning documents? How about your beneficiary forms for retirement accounts, life insurance and or annuities? Are you updating your Durable or Health Care Powers of Attorney in Georgia? Should you consider a TRUST and or a simply a WILL for your estate plan? These are often questions neither people nor their advisors are asking. We will discuss exactly “why?” these documents are vital as well as real-life examples of what happens when they’re not particularly paid attention to.
Mistakes are made far too easily with tax and estate planning strategies that affect you now and later, as well as any inheritance you may wish to leave for children or charity. We will have several professionals as guest speakers who will share their observations and recommendations.
Join us as we make the complicated more fun and less taxing! Pun Intended!