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The AAII Charlotte Chapter presents...


"Top Tax Strategies for Today’s Changing Times"

    Discussed by:

    Ken Martin, CPA
    Senior Tax Partner, Stancil & Company

During this seminar, we will discuss what the recent tax changes mean to you and will address strategies for individual income tax planning and gift and estate tax planning. Martin’s objective will be to make the complicated simple and provide strategies that you can use in your individual planning.

Attend This Meeting and Learn...
How the recent tax changes impact your situation
About estate and tax planning strategies such as Roth IRA conversions, charitable remainder trusts, or family limited partnerships, among others
How to incorporate tax strategies into your investment strategies

  MEETING DETAILS
Date:
Saturday, July 12, 2014
Time:
8:00 - 9:30 a.m.    Roundtable
9:30 a.m.    Registration/Social/Refreshments
10:00 a.m.    Program
11:30 a.m.    Q&A
Location:
Myers Park United Methodist Church
1501 Queens Rd.
Charlotte, NC
704/376-8584
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Payment:
At the Door, AAII Member & Spouse, $5/person;
Nonmembers, $10/person; First-Time Visitors, free
No Refunds

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