Events

Past Events

Jun 23, 2020 11:00 AM Pacific Time

The “Perfect Storm”: Key Tax Planning Opportunities for 2020

2020 is a “perfect storm” for saving big on taxes: record low interest rates, high federal gifting limits ($11.58M per person), and low asset valuations. Together, this creates opportunities to leave more to your family with greatly reduced taxes, including steep business valuation discounts, low-interest loans to family members, and dynasty trusts for multiple generations. Don’t miss out – with the election this November, these favorable techniques may not last long. Join our discussion with Steve Siegel, nationally-recognized expert in estate and tax planning, on taking advantage of these strategies before it’s too late.

Recording

Wrap Up

THURSDAY, March 21, 2019

Social Security

Get the facts from someone who knows, and don’t leave any of your social security benefits on the table! Join us for a wonderful evening with Yolanda York, public affairs specialist for the Social Security Administration. Yolanda will help you understand everything you need to know and make sure you get the most from your Social Security benefits. Cocktails, appetizers, and dinner will be served at the beautiful Santaluz Club. Click below to register.

Truuwater Financial | 12340 El Camino Real | Suite 310 | San Diego, CA 92130 | 833-777-TRUU

Investment advisor offered through Stratos Wealth Partners, Ltd, as registered investment advisor. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.