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Wed, Nov 17



Tax Planning

The mission of this program is to help you develop a plan to achieve your personal version of Financial Freedom. Financial Freedom is defined as an income stream that you cannot outlive, and this program will help you create a plan to achieve this level of financial security.

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Tax Planning
Tax Planning

Time & Location

Nov 17, 2021, 2:00 PM – 3:00 PM EST


About the event

Although this may seem like an impossible goal, anything is possible with a little education and a lot of your own commitment.

This month we will discuss the single largest line item on your budget every year: Uncle Sam’s share of your income. We will review some basics of how taxes work, and discuss the latest tax planning strategies you may consider prior to the end of the year.

How taxes work

a) Federal Tax rates and how your taxes are calculated

b) Payroll taxes

c) State taxes

Tax Deductions

a) The standard deduction

b) Itemized deductions, and when/ how to maximize

Taxes on your Investments

a) Year-end tax transactions to reduce your tax bill

Planning considerations

Meeting Link

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