2021 has brought a host of changes to local tax codes and investment strategies leaving countless Arizona taxpayers confused about the effects of their deductions, retirement accounts, estate plans and charitable giving. Join us Tuesday, November 16th at 1:30PM via Zoom at our next Benevilla Live Educational Workshop, “Year-End Tax Planning Tips” as expert presenter Ken Mueldener, CPA, PLLC guides you through smart year-end tax preparation strategies. Charitable IRA rollovers, gifts of appreciated assets and the Arizona Tax Credit program are among the topics to be covered at this informative and interactive event.
This FREE presentation is part of the popular Benevilla “Educational Event Series.” Each workshop features carefully selected professionals who can answer your questions and provide guidance and resources you may need to prepare for senior life changes. To reduce the risk of public exposure during the COVID-19 pandemic, Benevilla has chosen to continue their popular education workshops as live stream, online video events. Benevilla will use the safe and easy to use Zoom audio/video conference platform to host these live presentations. Upcoming workshops will cover a broad range of important topics from in-home care management and hospice to estate preparation and tax savings tips.
Reservations are required. When you register for the event, please provide a working email address. You will then be provided a secure link and password as well as easy to follow instructions on how to attend via the secure Zoom video conference application. Please visit benevilla.org or call Benevilla at 623-584-4999 to reserve your spot.