Stressed out and frustrated by tax season? Do you feel as if you’re paying too much tax and missing out on potential opportunities to reduce your tax liability? If so, please join us as we’ll discuss important topics such as:
Overview of how our tax code functions for individuals and families
Tips to better organize your finances and documents to make filing your taxes far less painful
Strategies to reduce taxes both now AND in the future
Why taxes could be eating into your investment returns and how to potentially avoid this in the future
Tips on how to take advantage of our low tax rates before they expire in 2026
Please join us for an in person, educational seminar on these topics and more as Certified Financial Planner™ and Retirement Income Specialist, Nick Defenthaler, CFP®, RICP® shares his knowledge and expertise on these important and timely concepts.
Nick Defenthaler, CFP®, RICP®, is a Partner and CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.® Nick specializes in tax-efficient retirement income and distribution planning for clients and serves as a trusted source for local and national media publications, including WXYZ, PBS, CNBC, MSN Money, Financial Planning Magazine and OnWallStreet.com.
24800 Denso Drive, Suite 300 Southfield, MI 48033
10192 Grand River Road, Suite 117 Brighton, MI 48116
248.948.7900
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Center for Financial Planning, Inc.® Center for Financial Planning, Inc.® is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James and its advisors do not offer tax or legal advice.