Benevilla Offers Tax Strategy Workshop for Chaotic Times

September 17, 2020

Benevilla understands life during the Covid19 pandemic has been hectic and unsettled, so tax planning may be the furthest thing from your mind. However, smart tax preparation is a year-round effort, not just something saved for tax season, especially now with unprecedented stock market volatility, international trade wars, and election year uncertainties.

2020 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 at our next Benevilla Live Zoom Educational Workshop, “Tax Planning for this Chaotic Time”

Expert presenter Ken Mueldener, CPA, PLLC will host this interactive workshop on smart tax preparation strategies, Tuesday, October 27th from 1:30PM to 2:45PM.  Charitable IRA rollovers, gifts of appreciated assets and the Arizona Tax Credit program are among the topics to be covered at this informative event.

This FREE presentation is part of the Benevilla popular community “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, especially during the Covid-19 pandemic.

To reduce the risk of public exposure during the COVID-19 pandemic, Benevilla has chosen to convert their popular education workshops into live stream, online video events.  Benevilla will use the safe, easy to use and intuitive Zoom audio/video conference platform to host these live presentations. It will feel like you are right there on our Surprise campus talking to our expert partners.

Benevilla will continue, for the near future, using the online format for the workshops. 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 call Benevilla at 623-584-4999 to reserve your spot.