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(Sept 24th) Tax Planning for the End of the Year (Prescott, AZ) - Morris Hall, PLLC

(Sept 24th) Tax Planning for the End of the Year (Prescott, AZ)

Type: seminar Date: September 24 Time: 10:00 AM - 11:00 AM Venue: MH Prescott Office, 115 S McCormick St, Ste 4, Prescott,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:MH Prescott Office DESCRIPTION:Presented by Jon Linford with Guest Speaker Bruce Hosler, Hosler Wealth Management, LLC Bruce will be covering: Understanding the tax terminology that will set you up for success. Important changes that may affect individuals and families. New and existing opportunities for 2020. Feel free to ask Jon additional estate planning questions, such as: What are […] ADDRESS:115 S McCormick St, Ste 4 DTSTART:20190924T100000 DTEND:20190924T110000 URL;VALUE=URI:https://morristrust.com/seminars/sept-24th-tax-planning-for-the-end-of-the-year-prescott-az/ SUMMARY:(Sept 24th) Tax Planning for the End of the Year (Prescott, AZ) LOCATION:MH Prescott Office, 115 S McCormick St, Ste 4, Prescott, PHONE: DTSTAMP:20210620T183727 UID:60cf8ae728cc3 END:VEVENT END:VCALENDAR
      (Sept 24th) Tax Planning for the End of the Year (Prescott, AZ).ics
Presented by Jon Linford with Guest Speaker Bruce Hosler, Hosler Wealth Management, LLC Bruce will be covering:
  • Understanding the tax terminology that will set you up for success.
  • Important changes that may affect individuals and families.
  • New and existing opportunities for 2020.
Feel free to ask Jon additional estate planning questions, such as:
  • What are some tax implications after death?
  • What asset protection does an estate plan offer?
  • How can death impact retirement accounts?
Morris Hall attorney Jon Linford currently lives in Northern Arizona with his family. Jon focuses his practice on estate and business planning, as well as trust administration. Jon is a member of various community organizations, and was recently voted the best lawyer in Sedona 2019 by Sedona Reader's Choice. Our guest speaker Bruce Hosler is the founder and principal of Hosler Wealth Management, LLC. He has been in practice in Prescott since January 1997. His primary focus has been on retirees and widows, using strategies to help lower their taxes and protect and preserve their wealth. Bruce was named to Forbes' Best-In-State Wealth Advisors list for 2018 and 2019. Only 49 wealth advisors in Arizona were named to this list in 2019. MH Prescott Office  (Map) RSVP by filling in the form below, or email info@morristrust.com or call (928) 778.2655
Event is due and cannot be registered at the moment