Description

Invitation only dinner to discuss how the following three strategies could help lower your tax bill both today & in the future: 1031 Exchanges Tax Free Municipal Bond Portfolios Tax Loss Harvesting Stock Portfolios “This event is exclusive to accredited investors* due to a specific investment that will be discussed. If you do not believe you fit into this category but are still interested, please call and we will schedule a time to discuss. *An accredited investor has either 1) a net worth of $1 million or more, or 2) has $200,000 ($300,000 if married) in income the past two years and expects to make the same this year.