Broker Check
12 Feb
The top tax myths (and what happens when you believe them)

Description

Join us if you also have these questions:
- Can starting a business help save tax with expense write-offs?
- Can I take a home office deduction since I now work from home?
- If I move to a state with no state income tax to work remotely, can I avoid paying state income tax?
- Can I claim my child/spouse/domestic partner/parent/pet as my dependent?
- If I got paid in Cryptocurrency, do I still have to pay tax?
- Does Cryptocurrency count toward capital gains?
- Can I use life insurance as a tax deferred vehicle for retirement savings?
- If my insurance policy lapses, can I claim capital loss?
- Should a more expensive CPA be able to help me save more tax?
- If I get audited, is my accountant/CPA/tax preparer responsible?

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. The information contained in this email message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution, or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

Date and Time

Wed, Feb 12, 2025

3:00p - 4:00p EST

Location

Zoom

PT1H

Event Registration

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