Join John Vance, President of Vance Wealth, for our most highly anticipated webinar: Year-End Tax Planning! Mark your calendars for Tuesday, September 20th at 4:30PM (PST). John will share ways to maximize your savings throughout your lifetime by making strategic and intentional choices today. You must register to attend this free webinar: https://vancewealth.com/events/
Part 1: The first 30 mins will cover, Personal Tax Planning Strategies including:
- Details of Biden's income tax policy changes and what they mean for you
- Vance Wealth’s Tax Philosophy – How to potentially reduce your tax liability over your lifetime
- How to take Advantage of Market Losses
- Roth IRA Conversions
- Tax Loss Harvesting
- Review Charitable Strategies to help - Maximize Deductions & Optimize Giving
Part 2: The second 30 mins will cover, Business Owner Tax Planning Strategies including:
- Creative Planning Ideas
- Payroll Optimization
- Retirement Plan Design
Vance Wealth, Inc. (“Vance Wealth”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Vance Wealth and its representatives are properly licensed or exempt from licensure. The information provided is for educational and informational purposes only and does not constitute advice. Vance Wealth does not provide tax or legal advice. You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications.