Hunting for Buck$ with our TrueHolistic Team

3245 Lighthouse Lane,West Bend WI 53090

17 November, 2021

Description

Our expert tax hunting guides are busy preparing for the 2021 Tax Season and will showcase their expertise to help hunt for the tax bucks. Dear Friend: Leaves are falling and the sunsets are looking romantic, especially to a whitetail buck. Many of you will be heading out into the woods in hopes of harvesting a trophy. We know we have many skilled hunters in Wisconsin. Every good hunter spends time preparing for a successful outing. Our expert tax hunting guides are busy preparing for the 2021 Tax Season. We will showcase our expertise to help hunt for our clients’ tax bucks. We will walk our audience through our tax preparation process to help everyone get more out of the experience. Here are some questions we will answer: • How will you be impacted when the Tax Cuts and Jobs Act of 2017 expires? • What permanent tax changes in the SECURE Act of 2019 will affect you? • What is in the current bill being proposed? • What are the best practices for completing your Tax Organizer? • How is the custom Tax Organizer your guide to an efficient tax hunt? On Wednesday, November 17th, we will let you into the TrueHolistic planning team’s hunting cabin. They will give insights on current tax laws and possible changes that may be coming. They might even share their secret sauce to prepare you for a successful tax season. If we have time, we might even talk about the importance of accurately completing your Tax Organizer. It is our privilege to provide you with information and guidance regarding tax planning at our Free Lunch & Learn, Wednesday, November 17th. Seating is limited. Please click button to reserve your seat. What: Eat good food and learn the art of hunting for tax buck$ Where: The Columbian (3245 Lighthouse Lane, West Bend, WI 53090) When: Wednesday, November 17th | 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 button. Helping you navigate your financial situation & tax plan, Justin Krueger, CFP®