Event Details

MoneySmarts - A 20% Tax Deduction

Date: October 26, 2019

Time: 8:30am-12:00pm

Location:

Concordia Golf Course

The next seminar in our Money Smarts series will focus on the rules of Section 199A of the recent tax reform law. This is the rule that lets qualified businesses deduct 20% of their income. The goal of this event is to provide clarity around this very specific and confusing deduction, while also offering ways to capitalize on it. You’ll discover ways to configure your taxes and salary so that you have more money for capital expenditures, business expansion, saving for retirement or whatever your business needs.

The seminar will give you financial, legal and tax perspectives thanks to our three great presenters:

•   Brandon Miller, Private Wealth Advisor, Brio Financial Group
•   Deb Kinney, Partner, Johnston, Kinney & Zulaica, LLP
•   Kevin Tusing, Principal, Shea Labagh Dobberstein

This material presented by Brio Financial Group (“Brio”) is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product. Facts presented have been obtained from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Neither the information nor the opinions expressed herein should be used to make any investment decision. Consultations with CPA’s or Estate Planning Attorneys regarding taxes and issues relating to estates or beneficiaries are recommended. Past performance is no guarantee of future results. Brio does not provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio Financial Group unless a client service agreement is in place. Any distribution or copying of this communication is strictly prohibited. For further information about this presentation, please contact us.