"12 Smart Year End Tax Moves" Luncheon
exclusively for NXP (formerly Freescale) Employees
"It's not how much you make, it's how much you keep"
Most Americans avoid thinking about taxes until next year, but it really too late to take advantage of any ideas after Jan 1st.
Grab a co-worker and join us for this complimentary luncheon with host Shane Sullivan, CFP and Norm Godwin, CPA to learn a number of year-end tax strategies that saavy investors use each year.
We will discuss a number of ideas
- Trump Tax Changes. What should you do this year vs. wait unitl next year?
Asset Location - organizing stocks, bonds, mutual funds in the right type of account (401k, IRA, Joint) to increase your after tax returns
Tax Loss Harvesting- learn to profit from losses
- Do you donate to your church or charity? Should you donate cash or stock or money from your IRA?
- How to reduce the taxes on your social security and medicare.
This is currently the last year before changes to the Medical Expense Deduction
- Many other thoughtful Deductions for Medical, Education and Small Business Owners
Grad a co-worker and join us for lunch and to learn a few ideas that may prove very helpful your bottom line.
Shane Sullivan Norm Godwin
Certified Financial Planner Certified Public Account
United Captial Financial Godwin and Associates
When & Where
Shane Sullivan, CFP
Shane is passionate about helping people live their One Best Financial Life ®. As investors prepare and enter retirement, they need to shift from growth to income strategies. This requires balancing our specialized investment strategy with the many factors that make each individual unique : social security options, pension choices, single, married, divorced, how much someone has saved, spending habits, estate planning. All of these small differences become big differences as we enter retirement. We provide comprehensive solutions for our clients so they have more time and confidence to pursue those things that matter most to them.