Virtual Coffee Connection: Tax Time is HERE!

Join us on Tuesday, January 14, 2025!

8:00AM-9:00AM

Virtual Event

Topic: TAX TIME IS HERE!

Here is your opportunity to get tax tips and financial advice to wrap up 2024 and prepare for 2025. Facilitated by members, President Elect Melissa Mastrodomenico and Melinda Adams, this is one virtual coffee connection you need to attend! Melissa and Melinda will share their expertise and ask any questions you might have regarding tax, financial planning, and basic suggested best practices for your business. 

1. Invest Smart, Save Taxes: Maximize tax-advantage accounts, harvest losses, and explore Roth conversions
2. Stay Ahead of Possible Tax Law Changes: Plan for expiring laws, business deductions, and tax smart giving
3. Align Tax Minimization Strategies with your Life Goals: Optimize retirement savings, estate planning, and business transactions 

Melissa

Melinda

Thank you to Melissa and Melinda for leading this conversation!