o You may be able to cash out and deduct the losses
· Protecting Your Portfolio—Managing Market Risk
o Why Buy and Hold can be hazardous to your wealth
· Recent Tax Developments – 2009 Tax Year and Beyond
o Deductions and Tax Credits that can lower your tax bill
· Required Minimum Distributions, Capital Gains and Qualified Dividends
o Important information you need to know
· Roth IRA Conversions: Should you or shouldn’t you?
o Find out why 2010 may be the ideal time to convert!
· Death of the Death Tax? Find out the latest in Congressional proposals and actions:
o Will the Federal Estate Tax be restored?
o Why it could cost you more in taxes.
· How to Avoid Federal Estate Taxes, Inheritance Taxes and Probate Costs
o Learn how the proper use of Wills and Trusts can save you money!
· How Florida Residency Can Avoid New Tax Increases
o Learn the advantages, and how to become a resident.
Continental Breakfast will be served - Reservations are required
Call (24hrs) for reservations