Event Details

Smarter You - Tax Planning

Date: March 24, 2023

Time: 12:30pm-1:30pm

Does the mere mention of the IRS give you anxiety? Is April 15^th looming ahead like a dark cloud. Have no fear, Brio’s here!

We are here to help you plan for taxes not dread them. There are many ins and outs to consider which could mitigate your tax liability and we are here to show you how. Join Claire Baggao as she explains our best practices for tax planning.

Smarter You – Tax Planning

March 24^th at 12:30PM – 1:30PM PST

Please send any questions ahead of time, and by all means, share this link with friends and colleagues who need some guidance with their taxes. Let us know you’ll be coming with an RSVP here!

Zoom in at https://us02web.zoom.us/j/4152153282 or call (669) 900-9128 with Meeting ID: 415 215 3282.

While you might not love tax season, we love you so let us assist!

Be well,

The Brio Team

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.