Every year, millions of people are unaware of the tax planning strategies they could be utilizing today to save them thousands of dollars in the future. Many of the concepts are simple to implement but take careful consideration and planning to make sure you keep as much after-tax money as the IRS Code allows.
Please join McCarthy Wealth Management for a complimentary webinar on Strategic Tax Planning where we will discuss the following topics:
- Recent changes in tax law
- Charitable giving strategies
- Tax implications for buying/selling/inheriting a home
- Advantages of tax-free accounts
- Taxation of Social Security and Medicare Benefits
- Question and Answer session at the end
When: Thursday, March 17, 2022
3:00 pm - 4:00 pm PST
Where: The webinar will be virtual via Zoom
Hosted By: McCarthy Wealth Management
Guest Speaker: Lynn Freer aka "Ms. California Tax"
Lynn is a renowned tax specialist who works with state tax agencies to recommend new policies and procedures, and liaison between the practitioner community and tax agencies to promote fairness in taxation.
This is an open webinar. Please feel free to share this invitation with others interested in learning more about Tax Planning. Those attending will have the opportunity to receive a Starbucks gift card.
Date and Time
Thu, Mar 17, 2022
3:00p - 4:00p PST