It’s that taxing time of year again! And this time, it’s back with brand new changes. If you are like many and just want to learn how to keep the most of your hard earned money for family, then we have the perfect opportunity for you! 1st Choice Tax Services, the company I trust with my tax returns, has teamed with Alan Willenbrock, CFA® from Morgan Stanley to provide a Free LGBT Tax Preparation Class. As an added gift, there is a special wine tasting experience immediately following the event!
Join host Alan Willenbrock, CFA® and presenter Lin Leclair of 1st Choice Tax Services, as they give a master class on tax preparation specifically for the LGBT demographic. Topics covered include:
- What did not change
- Tax deductions: Many changes
- Income tax brackets and rates
- Gift & Estate tax changes
- Child tax credit
- 529 Plans: New allowable expenses
- There are a whole slew of other changes which will be reviewed
Following the event, there will be a Very Special Wine Tasting Experience provided by Bob Machold. Bob Machold has spent the last 35 years importing European wines to the USA.
He will lead us through the Vineyards of France.
You are encouraged to RSVP with Veronica Canchola, Registered Associate at (520) 878-1983 – 7175 N. Pima Canyon Drive; Tucson, AZ 85718