Upcoming Seminars:
Fundamentals of Estate Planning & Taxation
October 13, 2026
Estate planning applies to everyone, not just the wealthy. Learn the seven important topics that affect the majority of families: Probate and Trusts; Estate Taxes; Income Taxes; Protection from Creditors; Divorce/Remarriage; Incapacity; and Gifting and Gift Tax.
Click here to register!
Fundamentals of Taxation & Tax Planning Strategies
November 12, 2026
Tax planning is not something you do on April 15 – it’s life-long. We are currently in the lowest income tax bracket structure during our lifetime. Oddly enough, many working families are actually in a lower marginal tax bracket today than they will be in retirement. Are you taking advantage of these concepts? Learn why and how you can maximize tax efficiency in this extremely informative seminar, which also discusses recent tax law changes.
Click here to register!
PSERS Pensions
September 30, 2026
There are many tax considerations and nuances associated with pensions that one should plan for many years in advance. This seminar will cover the following topics:
- Understanding the tax effects of the pension
- The advantages / disadvantages of taking contributions & interest
- The advantages / disadvantages of each of the other options
- Understanding the concepts of taxes in retirement (which are usually HIGHER, yes I said higher, once they retire) and how to mitigate some of these issues. Ironically, we had someone in our seminar last night who also went to the PSERS one, and they have requested that we meet with them to also talk about their pensions.
- How the Social Security system works and strategies for collecting benefits and when
- How Medicare premiums and IRMAA work
- Taxation and ramifications of the different options of PSERS, etc.
Click here to register!
Fundamentals of Estate Planning & Taxation
October 7, 2026
Tax planning is not something you do on April 15 – it’s life-long. We are currently in the lowest income tax bracket structure during our lifetime. Oddly enough, many working families are actually in a lower marginal tax bracket today than they will be in retirement. Are you taking advantage of these concepts? Learn why and how you can maximize tax efficiency in this extremely informative seminar, which also discusses recent tax law changes.
Click here to register!
Fundamentals of Taxation & Tax Planning Strategies
October 8, 2026
Tax planning is not something you do on April 15 – it’s life-long. We are currently in the lowest income tax bracket structure during our lifetime. Oddly enough, many working families are actually in a lower marginal tax bracket today than they will be in retirement. Are you taking advantage of these concepts? Learn why and how you can maximize tax efficiency in this extremely informative seminar, which also discusses recent tax law changes.
Click here to register!
Please contact us if you would like to coordinate a future seminar.
