Tackling Tax Planning with our TrueHolistic Team

3245 Lighthouse Lane,West Bend WI 53090

22 September, 2021

Description

Tackling Client Needs 1 Play at a Time ~ Tax Planning Film Sessions with our TrueHolistic Team. Dear Friend: Football season is upon us. The heat will be moving out making way for great fall football weather. We are coming off the 2020 tax season which had a month of overtime and was full of last minute changes. We recorded a lot of footage throughout the year. We are bringing you into the film room to watch the tape and develop strategies for the current tax season in the year 2021. Our panel of experts will coach our audience through some common tax and planning plays during our interactive post game breakdown session. Here are some questions we will answer: • How is The American Rescue Plan Act of 2021 and The Families First Coronavirus Response Act (FFCRA) providing financial relief to individuals & businesses during the pandemic? • Is there any action needed before the end of the calendar year 2021? • How do you optimize your tax situation with IRA contributions or charitable contributions? • Will transferring your appreciated funds to a donor advised fund benefit your tax situation? • What major tax changes are coming in the near future that you should know about? On Wednesday, September 22nd, we will let you into the TrueHolistic planning team’s film room and give you the breakdown of some winning tax plays and show how they may benefit you. It is our privilege to provide you with information and guidance regarding tax planning at our Free Lunch & Learn, Wednesday, September 22nd. Seating is limited. Please click the register button to reserve your seat. What: Eat good food, work with your table team to tackle your tax opponent Where: The Columbian (3245 Lighthouse Lane, West Bend, WI 53090) When: Wednesday, September 22nd | 12 Noon and 6:30pm (doors open 30 minutes prior) Feel free to invite a guest. Space is limited, to reserve your seat as soon as possible, please click the register button. Helping you navigate your financial situation & tax plan, Justin Krueger, CFP®