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"12 Smart Year-End Tax Moves" Luncheon for NXP employees

Shane Sullivan, CFP

Wednesday, December 14, 2016 from 11:45 AM to 1:00 PM (CST)

"12 Smart Year-End Tax Moves" Luncheon for NXP...

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RSVP 12 Tickets Dec 14, 2016 Free  

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"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"

                                              GBaptiste

 

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

Have questions about "12 Smart Year-End Tax Moves" Luncheon for NXP employees? Contact Shane Sullivan, CFP

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When & Where


Jack Allen's Kitchen - Oak Hill
7720 TX-71
Austin, TX 78735

Wednesday, December 14, 2016 from 11:45 AM to 1:00 PM (CST)


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Organizer

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.

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"12 Smart Year-End Tax Moves" Luncheon for NXP employees
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