Upcoming events

Tax Matters

  • October 22, 2020
  • 5:00 PM - 6:30 PM (UTC-00:00)
  • Zoom meeting

Registration

  • Special price for members

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Speaker - Tony Grant - Master of Taxation

Tony will be speaking on various tax matters.  Tony holds degrees in Accounting and Taxation and is a former IRS agent. that is now helping people solve tax problems.  Tony's company offers services that provide IRS audit representation, negotiates back taxes owed, prepares offers in compromise and arranges IRS payment plans.  


Presentation Topics:
• Filing Requirements For Money Managers Clients
• Retirement Topics For Money Managers Clients
   o Typical Retirement Benefits Discuss
   o Issues Related to Withdrawals From Retirement Plans
   o Do and Don’ts
• IRS Collection Resolutions Matters for Money Managers Clients
• Question and Answers

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