Tax Planning

6:30 PM - 8:00 PM
Plymouth District Library
Waldorf/Dunning Room (1&2)

Event Details

Tax Season Planning & Tax Efficient Investing Strategies

Discussion includes:
  • Review of key items to understand for tax planning to improve your tax situation
  • Strategies for tax deductions, charitable contributions, credits, investment gain/loss tax harvesting
  • Examples of best methods to collect and organize information for tax time
  • Questions to ask your tax preparer
Presentation is followed by Q&A period.

Guest Speaker:  Jonathan Strong, CRPC, Account Vice President, UBS Financial Services, Inc.

Event Type(s): Adult
Age Group(s): Adults, Seniors
Marjorie Sadler
(734) 453-0750 ext. 205

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