Search

X

Savant Financial Experts Deliver Tax Update

Minimize the Bite for 2011 and Beyond

February 16, 2011

What: Did the uncertainty surrounding the 2010 and 2011 tax environment that persisted until the final days of last year, leave you up in the air about your tax situation? Join us for a timely discussion on taxes. We’ll share how to minimize the tax bite now and next year to prepare you for 2013.

Savant Advisors will analyze the current income tax rules in effect and explore how you can take full advantage of the tax code over the next two years. Topics will include: the AMT patch, key tax credits for working families, the social security "pay raise", capital gains tax rates, "traditional" tax extenders, state income tax changes, direct charitable gifts from IRAs, itemized deduction phase-outs, Roth conversions, traditional IRA and Roth IRA contributions, the changes in gift and estate taxes and the new cost basis legislation. A special bonus for those who converted to a Roth IRA in 2010: We will discuss how the tax rates in 2011 can affect your decision to report all the income in 2010 or spread the tax into 2011 and 2012.

Now is the time to position yourself to become better educated regarding your individual tax situation and remember ~ the less you pay in taxes the more you keep.


When: Tuesday, February 22, 2011Registration: 6:45 p.m.; Program begins at 7 p.m.
Where: Northern Illinois University
Rockford Campus
8500 East State Rockford Il 61108
To RSVP: Call Savant Capital Management at 608-831-1300 or log onto www.savantcapital.com/SAGE.

URL:

https://www.savantcapital.com

Send an email to LaVonne Brown

This is required
This is required Email must be valid
This is required

* indicates a required field

Submit