The Graduate School presents our third session in a series on financial literacy this semester:
TAX PLANNING
Thursday, November 09, 2017
12pm
HBL 1947
Please click here to RSVP
This session will focus on:
Tax Planning – Learn strategies to save money on income taxes, property taxes and estate taxes:
- Ways to reduce your income taxes each year
- Tax preferred placement of assets
- Tax advantaged options for your retirement
- Tax diversification
- Tax free investments
- Stretching IRA’s and retirement plans through multiple generations
- Saving money on property taxes
- Estate taxes – how to double your exemption
- Estate taxes – how to reduce the tax bill if you’re over the published limits
- Estate taxes – family limited partnerships and minority interest reductions
- Estate taxes – the subtrust technique
For more information, contact: The Graduate School at (860) 486-3617