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The AAII Columbus Chapter presents...


"2010 Year-End Tax Planning"

    Discussed by:

    Liam J. Hurley
    Vice President, Summit Financial Strategies, Inc.

Mr. Hurley will discuss a full range of issues concerning end-of-year tax planning as well as tax issues related to alternative minimum tax, charitable contributions, 529 plans, health savings accounts, Social Security and estate and gift matters. He will also present various investment strategies that could be financially beneficial.

Attend This Meeting and Learn...
Roth IRA conversion strategies, the role of tax drag, and when it is possible to undo a Roth conversion
How the health care legislation passed earlier this year will impact future taxes on your investments
A basic understanding of tax issues related to a broad range of long- and short-term planning concerns

  MEETING DETAILS
Date:
Wednesday, December 8, 2010
Time:
6:30 – 7:00 p.m.    Happy Hour
7:00 – 8:00 p.m.    Dinner
8:00 – 9:00 p.m.    Program
Location:
P.K. O’Ryan's Irish Pub and Restaurant
666 High Street
Worthington, Ohio 43085
(614) 436-0139
[ Map This Location ]
Payment:
At the Door
Everyone, the menu cost of your restaurant meal. There are no other charges.
ADVANCE REGISTRATION CUTOFF DATE: Please call or e-mail
Doug Smith no later than three days prior to the meeting date, to
give us an idea of how many people will be attending the
meeting. Telephone number: 614/885-1480; e-mail:
stocksmith@hotmail.com.

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