Attend Our Tax-Savings Strategy Seminar

Win, Win, Lose: Tax Reduction Strategies for IRA Distibutions
Edmonds College
Thu, Feb. 27, 2025 | 6:30-9 PM

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Attend Our Upcoming Tax Strategy Seminar

Strategic Tax Planning

We Commonly Help With…

IRA Planning & Conversions

Secure your retirement funds with strategic IRA planning

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Donor Advised Funds

Choose the impact your money makes and reduce your tax bill with a donor advised fund

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Small Business Tax Advice

Build a tax savings plan around your entity structure and confidently write off your expenses

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1031 Exchanges

Defer capital gains taxes on your real estate sale

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Ready To Build Your Tax Savings Plan?

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