What are the Most Missed Tax Saving Issues

  What are the
Most Missed Tax
Saving Issues

  

Date
Tuesday, October 21st

Time

8:00 to 8:30 am Networking & Breakfast

8:30 to 9:30 am Presentation

Where

  GBS Group Benefit Services
6 North Park Drive
Suite 310
Hunt Valley, MD 21030



Speaker

  Drew Tignanelli
  President
The Financial Consulate

 

 Summary

Taking advantage of the American
Opportunity Credit despite high income

Roth IRA’s the most missed opportunity
and doing a Roth IRA despite High income
plus tracking IRA basis.

Roth 401K versus Traditional 401K 

Doing your own tax return and the most
common mistakes (Maintaining your loss
carry forwards, Tracking Passive losses,
Rental Property depreciation, IRA basis)

529 deductions on MD return

HSA the best of the best


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