Advertisement
Join Robert Ohlmann, CPA, MPAcc, and Quinn Augruso of Ohlmann & Associates, together with our own Pre-Planning Director, Charlotte Lutzer, join for a complimentary educational seminar on planning for the future—featuring important insights into tax considerations for individuals and for estates after the passing of a loved one, and the advantages of thoughtful pre-planning.What you’ll learn:
• Current tax issues that may impact your tax return
• Common tax considerations in any given year
• How taxes work when someone passes away
• Practical insights into estate-related tax responsibilities
• The benefits of funeral pre-planning and how it supports you and your family
With years of experience serving clients and navigating complex tax matters, our presenters will help bring clarity and confidence to your planning.
Sign up today: https://www.springfieldfuneralhome.com/events/
Light refreshments provided.
#Taxes #TaxSeason #EstatePlanning #FinancialPlanning
Advertisement
Event Venue & Nearby Stays
2020 Springfield Rd, Kelowna, BC V1Y 5V8, Canada
Concerts, fests, parties, meetups - all the happenings, one place.
