Tax Planning – Keeping More of Your Money
June 17, 2021, 6:00 p.m. E.T. (United States and Canada)
Tax Planning is essential and plays an important role in any well-crafted financial plan.
Whether you are just starting out in your career, in your peek earning years or considering retirement, each of these stages and beyond has a tax consequence related to it. In this session, participates will learn how tax planning can help them effectively plan and manage their tax liability.
The session will cover personal income tax, social security/pension taxation, disability income, inheritance / gift tax, taxation of capital gains/losses, investment income, dividends, interest as well as taxation of trust accounts. In this session you will gain an understanding of how to address your tax planning questions.
AFSA's presentation of this program should not be construed as an endorsement or recommendation of any particular plan, investment or financial advisor.
