Year End Tax Planning with Corey Callaway and Jack Loteryman CPA

Year End Tax Planning with Corey Callaway and Jack Loteryman CPA is an event you don't want to miss! Join us for an informative session on how to maximize your tax savings before the year ends. Corey and Jack will share valuable tips and strategies to help you plan ahead and minimize your tax liability. Whether you're a business owner or an individual taxpayer, this event is perfect for anyone looking to make the most of their finances. Don't wait until it's too late - secure your spot now!

What to Expect:

Jack Loteryman, CPA, will guide you through the essentials of Year-End Tax Planning. Learn about the latest tax changes and how you can prepare to minimize your liabilities as the fiscal year ends.

• Income Sheltering Techniques: Innovative ways to protect part of your income from taxes, enhancing your financial security.

Corey Callaway will focus on specialized strategies for managing taxes on retirement income. Topics will include:

• Should I Convert My IRA to a Roth? An exploration of the benefits and considerations of Roth conversions.
• The Concept of Sequence of Returns: Understand how the order of your investment returns could impact your retirement portfolio and tax situation.
• The Power of Zero: Discover strategies to reduce your taxable income.

This session is designed for individuals looking to optimize their financial strategies as they approach year-end, with a special focus on retirement planning. Whether you’re nearing retirement or planning ahead, this seminar will provide valuable insights into managing your taxes effectively.

Join us for an evening of expert advice and strategic insights to prepare for the upcoming tax season and beyond. Reserve your spot now!

Event Venue & Nearby Stays

301 S Center St, 301 South Center Street, Arlington, United States