Conversations About Year End Planning

Whether you are a small business owner or an individual taxpayer, this year end tax planning presentation has something for everyone?
Tax reform changes affecting individual, estate, and gift tax rates and exclusions, and expiring tax deductions after 2013?
Patient Protection and Affordable Care Act, including discussion of employer and individual mandates regarding insurance coverage and penalties for non-compliance?
Supreme Court decision on same-sex marriage and IRS rules on the tax related issues?

Monday, December 9, 2013

12:00 – 1:00pm
Lunch will be served.
Integrated Wealth Management
74245 Highway 111, Suite 201, Palm Desert

or

5:30 – 6:30pm
Hors d’oeuvres will be served.
Integrated Wealth Management
787 North Palm Canyon Drive, Palm Springs

Sasha Meshkov, CFP®, CRPC®, CRPS®
Senior Financial Advisor
Integrated Wealth Management

Valerie A. Powers, Esq.
Of Counsel
Slovak Baron Empey Murphy & Pinkney, LLP

Brian L. Wachs, CPA
Certified Public Accountant
Brian L. Wachs, CPA

Space is limited.  Please RSVP to Calista Vassios at
(760) 834.7206 or Calista@IWMgmt.com

The information above is for informational purposes only and should not be considered investment, tax or legal advice or a recommendation to buy or sell any type of investments.  Form ADV contains important information about the advisory services, fees, business, and background and the experience of advisory personnel at Integrated Wealth Management.  This form is publicly available and may be viewed at http://www.adviserinfo.sec.gov