Phone: 888-237-3127 - E-mail: askben@poorrichardsfinlit.org

Advanced Tax Strategies

— A valuable, informational seminar -- Inquire about limited available FREE ($250 value) seating! —

Informational Only. Nothing will be sold.
Location:


Berlin Community Center
230 Kensington Rd
Berlin, CT 06037
(Click for directions)

SEATING IS LIMITED, SO SIGN UP TODAY!
Be sure to inquire about limited available FREE ($250 value) Seating!

Attend this seminar and learn about:

  • The advantages of "super" bunching.
  • How to "get around" the capital gains tax when selling a stock.

  • How to utilize IRS rule 7702 for tax free income.
  • How to sell a property or business and minimize taxes.
Why you should attend this seminar:

Do you ever feel stuck in a stock position? You want to sell now... but there's the capital gains tax. Learn how to get out of this situation.

Do you ever want to sell a property, or a business, but don't want to get killed in taxes? Learn how to avoid the tax pitfalls.

Do you ever wish that you could have a six figure TAX FREE INCOME FOR LIFE? Learn how to accomplish this goal.

Join us at the Berlin Community Center for this informational seminar covering Advanced Tax Strategies.

Inquire about limited available FREE ($250 value) seating!

We'll see you there!

Check the Sign-Up Schedule at right for available date(s) and time(s).

Be sure to check out all our valuable seminars:
  • Long Term Care Planning
  • Tax-Free Income Planning
  • College Planning: Getting the Best Education at the Best Price
  • Social Security & Medicare: 7 Keys to Enhancing Benefits
  • Trust Trilogy: Optimize Tax Efficiency of Assets
  • Pension & Social Security Maximization Solutions
  • Proactive Planning & the Virtual Family Office Experience
  • Advanced Tax Strategies
(Limited free admission is available for all seminars!) Click here to learn more.
Please enter your sign-up information here:

My information:


I wish to sign up for the Seminar(s) held on:
(Sign up for as many sessions as you wish to attend. Note: If a checkbox is disabled, either there is no seminar at that date/time, or the session is fully booked. Seminars are held on a first-come, first-served basis.)
Sign-Up Schedule -- Dates and Times available for this seminar.
Wednesday, Oct. 19
Wednesday, Nov. 16
Bringing Spouse or Guest:

  
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Phone: 888-237-3127 - E-mail: askben@poorrichardsfinlit.org
This presentation is strictly informational. No investments will be promoted, however, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered. The Financial Advisor presenting this seminar is not affiliated with the Social Security Administration or any other governmental organization.