Contact Us

    Publications

    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

    Spread the love

    Leave a Reply

    Your email address will not be published. Required fields are marked *

    Palm Springs

    Indian Wells

    Orange County

    San Diego

    New Jersey

    New York

    Palm Springs
    1800 East Tahquitz Canyon Way
    Palm Springs, CA 92262
    Indian Wells
    74785 Hwy 111, Ste. 105
    Indian Wells, CA 92210
    Orange County
    650 Town Center Drive, Ste. 1400
    Costa Mesa, CA 92626
    San Diego
    121 Broadway, Suite 553
    San Diego, California 92101
    New Jersey
    103 Carnegie Center Blvd., Ste. 300
    Princeton, NJ 08540
    New York
    405 Lexington Avenue, 26th Floor
    New York, New York
    Palm Springs California Law Firm