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2014 Tax Planning Course

10 Best Tax Planning Ideas for 2014

Pure Financial Advisors

Saturday, May 3, 2014 from 10:00 AM to 12:00 PM (PDT)

Irvine, CA

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General Admission Ended Free  

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Event Details

Joe Anderson and Alan Clopine

Join Joe Anderson, CFP®, and Alan Clopine, CPA, hosts of the KRLA Radio Show Your Money, Your Wealth, as they discuss how recent tax law changes may affect you.

You'll learn about:

  • New income and estate tax rules for 2014
  • Planning techniques to significantly reduce your income taxes
  • How to create tax-efficient income throughout retirement
  • Tax-sensitive asset allocation
  • Whether a Roth IRA conversion is right for you
  • Minimizing capital gains through tax loss harvesting
  • The impact of the new 3.8% Medicare surtax
  • The best retirement plans for business owners
  • Sophisticated planned giving strategies

Space is limited! Register today.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc., a Registered Investment Advisor. The Adviser does not attempt to furnish personalized investment advice or services through this publication. Some of the information given in this publication has been produced by unaffiliated third parties and, while it is deemed reliable, the Adviser does not guarantee its accuracy and makes no warranties with respect to results to be obtained from its use.

Have questions about 10 Best Tax Planning Ideas for 2014? Contact Pure Financial Advisors

When & Where


University of California, Irvine
Newkirk Alumni Center
450 Alumni Ct.
Irvine, CA 92617

Saturday, May 3, 2014 from 10:00 AM to 12:00 PM (PDT)


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Pure Financial Advisors

Pure Financial Advisors is an SEC Registered Investment Advisor dedicated to eliminating the conflicts of interest possible with traditional financial planning and money management services. For a transparent fee, Pure clients receive a comprehensive, fiduciary prepared and monitored strategic wealth management plan for managing assets, taxes, income sources, and risk. At Pure, your highly qualified personal financial planner is compensated by salary-only for providing unbiased financial advice, never for selling financial products or by commissions. Pure Financial Advisors provides comprehensive wealth management services without a requirement of being high net worth.

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