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Tax Tips for a Happy Return




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Tax Tips for a Happy Return

February 21, 2018

6:30p - 8:00p Eastern Standard Time

Lambda Living

Lambda Living

7275 NE 4th Avenue
#110

Miami, FL 33138
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Organizer:

Treece Financial Group david@davidtreece.com

Presenter:

David Treece, MBA, AIF

Event details:

Tax Tips for a Happy Return: Fearless Financial Planning for LGBTQ Individuals

Featured Speaker: Mary E. Prados, CPA, PA

Attend this free seminar to discover ways to save time and more efficiently prepare your 2017 tax documents:

• Why tax time is the right time for a budget check up

• Why a tax-efficient portfolio makeover may be less painful than you think

• How to take advantage of the most commonly overlooked deductions

• Estimate how much of your Social Security benefit may be considered taxable

• The “dirty dozen” tax scams to look out for

• What you need to know about 2018’s new tax reform framework

_ _ _

Lambda Living and Treece Financial Group are proud to present a series of free seminars to educate our community on a variety of important financial topics.

All programs are FREE and start with a reception at 6:30 @ Lambda Living Center

Lambda Living is a program of Jewish Community Services of South Florida serving the LGBTQ community. ALL member of the community are welcome to attend.


Event Registration



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