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CPA Symposium. Advanced Tax Strategies that Reduce Taxes & Increase Revenue

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Multiple Locations: Oct. 11th in Totawa, NJ, Oct. 16th in Jericho, Long Island and Oct. 18th in Manhattan, NY

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Join us for a complimentary CPA Symposium. Learn Advanced Tax Planning Strategies that Reduce Taxes and Increase Revenue. Were we will be covering; Section 125 plans, captive insurance programs, high level pension plans and charitable LLCs

2 CPEs will be given to CPAs
Breakfast and lunch will be provided by our sponsors

Sponsored by National Life, Valley National Bank and RMC Group

Key Note Speakers: Tom Bacharach; VP of RMC Group and Michael Aguas; Managing Director of National Life

8:30 - 9:00 Registration and breakfast
9:00 - 9:15 Introduction to section 125 Plans - Dan Nuwash; Co-Founder of Finance For Thought
9:15 - 11:15 Captive insurance plans and higher level pension and tax planning - Tom Bacharac; VP of the RMC Group
11:15 - 11:45 Charitable LLCs, tax management of highly appraised assets- Michael Aguas; Managing Director of National Life
11:30 - 12:15 Lunch, case studies and Q & A

There are multiple dates and locations


October 11th - Valley National Bank 100 Furler Street Totowa, NJ, 07511

October 16th - Valley National Bank Two Jericho Plaza – Wing C Jericho, NY 11753

October 18th - Valley National Bank 71 West 47th Street New York, NY 10036


Contact Dan Nuwash for further information

910.546.5463 dnuwash@americanportfolios.com

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Date and Time

Location

Multiple Locations: Oct. 11th in Totawa, NJ, Oct. 16th in Jericho, Long Island and Oct. 18th in Manhattan, NY

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