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Feb

Fearless Filing: 2018 Tax Changes & You

Feb 19, 2019


Miami Beach Senior Center, Española Way, Miami Beach, FL, USA


treecefinancialgroup.com


  • LGBTQ
  • Community
  • Educational

Stressing out as you pull together tax filing documents before meeting with your tax professional or sitting down to complete your own tax forms?

Join us at our Fearless Financial Planning for LGBTQ Individuals Tax Seminar to learn the latest on this year's tax regulations and get answers to questions like:

• How could the government shutdown affect the tax filing and refund process?

• Will the new tax regulations cost me money or will I benefit?

• When is it best to itemize my deductions vs. taking the standard deduction?

• What is "bunching" and should I be doing it?

• How can I position myself in 2019 and beyond to maximize my tax benefits?

This community-based seminar is being presentedi n a safe and supportive environment by Accredited Investment Fiduciary David Treece of Treece Financial Group, Inc. in partnership with Lambda Living and the MDGLCC "U" Educational Series.

Open to all community members-bring a friend! FREE PARKING.

Attendees will receive a copy of "2019 Key Financial Data", get access to additional financial planning guides, referrals to trusted tax professionals, and have a chance to win raffle items.

_ _ _

Treece Financial Group is a holistic financial planning resource with a decades-long dedication to working with the LGBT community and specifically with LGBT seniors.

Lambda Living is a program of Jewish Community Services of South Florida serving the LGBTQ community. JCS serves everyone in Miami-Dade County regardless of sexual orientation, gender, religion, ethnicity, age, or income level.

Non-profit corporation that promotes gay and gay-friendly business and professional community throughout Miami-Dade County

  • LGBTQ