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Presentation


Reassessing Your Investment and Tax-Savings Strategies
Thursday, December 10, 2009
6:30 PM-8:30 PM
New Jersey Society of CPAs - Roseland NJ
Cost: FREE

Convulsions in the markets and the economy have shifted the ground beneath many investors and taxpayers, and next year may bring major tax changes as lawmakers confront the record deficit. Bottom line: review your investment and tax-savings strategies before it's too late.

The New Jersey Society of CPAs and the Financial Planning Association of New Jersey (FPANJ) have assembled a team of experts who will describe many of the planning decisions that must be made and options that should be considered. This overview will help attendees make better-informed, more confident financial decisions.

Topics to be covered include:

  • Taking control of your investments
  • Smart year-end tax moves
  • How tax planning impacts an investment strategy
  • What to plan for in 2010
  • Roth IRA conversion mania

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    your situation, please contact an expert such as a CPA or a personal financial advisor.

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