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  • Tax Planning
    09:49
    2018-01-30

    Please join us for an educational event

    Advanced Tax Planning f o r Bus ines s O wner s , Phys icians , and Dentis ts

    us ing a

    Hig hly Des ir able and Ef f icient Tax Str ateg y

    ____________

    Tues day Januar y 30, 2018

    6:30pm

    Ag enda f o r the Evening

    Why this Advanced Ef f icient Tax Str ateg y f o r

    yo ur C o mpany?

    1. Tax Efficient tool in lieu of Qualified Retirement

    Plans

    2. Withdrawals are Long Term Capital Gains (Not

    Subject to Ordinary Income Tax Rates)

    3. Asset Liquid and Available w/o Penalty for

    Withdrawal

    This evening will include Wine and Hors d’oeurves at

    Fleming’s Prime Steakhouse and Wine Bar in

    Scottsdale.

    6333 No r th Sco tts dale Ro ad, Sco tts dale, AZ

    85250

    Meet the Exper ts and Lear n Indus tr y Secr ets

    Trent Erickson – Partner – Legacy CPA’s LLC

    Vince Annable – CEO and President

    Wealth Strategies Advisory Group

    Todd Bailey- Principal – Fortress Risk Management

    Paul Mason- Principal – Fortress Risk Management

    RSVP Aaron Brooks 480-889-8984 or abrooks@wsagaz.com

    Securities offered through Center Street Securities, Inc. (CSS), a registered Broker-Dealer & m em ber FINRA & SIPC. Investm ent Advisory Services offered through Center Street

    Advisors, Inc. (CSA), an SEC Registered Investm ent Advisor. Wealth Strategies Advisory Group, LLC, CSA and CSS are independent entities.

     

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February
February
February