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      Annex University: Year-End Tax Planning 11/13/19 - Mequon in Mequon


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      November 13, 2019

      Wednesday   2:30 PM

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      EVENT DETAILS
      Annex University: Year-End Tax Planning 11/13/19 - Mequon

      As we approach year-end, your thoughts may have turned to tax planning and which concepts and strategies may be effective for you. We’re inviting you to our workshop, where we’ll discuss many of the tax planning concepts you’ve heard about, like: Roth IRA’s – contributions and conversions Charitable giving in a changing tax environment The impact of realizing capital gains or harvesting capital losses Itemizing deductions in light of the new tax law

      Categories: University & Alumni

      Event details may change at any time, always check with the event organizer when planning to attend this event or purchase tickets.