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    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


    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

    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

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