Complimentary Tax Planning Strategies Course PDF Print E-mail

Sunday, May 3, 2014; 10:00 a.m.-12:00 p.m.

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

Find out more about
important 2014 tax planning opportunities!
Space is Limited.

Register Now

You may also register by calling 949-273-6383.

We encourage you to invite friends, colleagues and family members to this educational course.


Retirement Planning Today PDF Print E-mail

Next Class:

Dates: May 8 & May 15

Time: 1:00 p.m.–3:00 p.m.

Location:  Orange County /
Orange Coast Community College

Plan For Your Future PDF Print E-mail

Educational Videos PDF Print E-mail



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