Monday, February 18, 2019
6:30 PM - 8:00 PM
Plymouth District Library
Waldorf/Dunning Room (1&2)
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Tax Season Planning & Tax Efficient Investing Strategies
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.
(734) 453-0750 ext. 205
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