Tax Strategies Seminar

This free educational tax strategies seminar will teach what reduces your taxable income (both personal and small business), lessen the impact of Required Minimum Distributions (RMDs) and estate taxes. We’ll talk about deferred taxes, itemized deductions, Donor Advised Funds (DAFs), small business deductions, rentals, S-Corp, tax credits, RMDs, updated inherited IRA rules, and gifts to trusts like SLAT, CRUT, CRAT, QPRT.

It’s not too late to lock in your tax deductions for 2024.

Call 509-508-0388 or 509-997-3300 to inquire further or register.