Conversations about Year End Planning

Whether you are a small business owner or an individual taxpayer, this year end tax planning presentation has something for everyone.

-Tax reform changes affecting individual, estate, and gift tax rates and exclusions, and expiring tax deductions after 2013.

-Patient Protection and Affordable Care Act, including discussion of employer and individual mandates regarding insurance coverage and penalties for non-compliance.

-Supreme Court decision on same-sex marriage and IRS rules on the tax related issues.

Sasha Meshkov, CFP(R), CRPC(R), CRPS(R), Senior Financial Advisor, Integrated Wealth Management

Valerie A. Powers, Esq., Of Counsel,
Slovak Baron Empey Murphy & Pinkney, LLP

Brian L Wachs, CPA, Certified Public Accountant,
Brian L. Wachs, CPA

Space is limited.  Please RSVP to Calista Vassios at (760) 834.7206 or Calista@IWMgmt.com