Contact:
Vincent ValvoMass. Society of Enrolled Agents
office@maseaonline.org
(800) 342-0031
MaSEA April 26, 2018 Meeting
Finances and Tax Planning
Please join us on April 26th, for our meeting- "Finances and Tax Planning"
Tax and investment professionals have many opportunities to collaborate with each other to help our clients grow and protect their financial assets. What information can be gleaned about our client’s financial affairs from their income tax returns? And based on that information, what income tax planning advice and recommendations can we deliver to our clients that will add real value? With the recent passage of the 2017 Tax Cuts and Jobs Act, what income tax planning and investment strategies are less effective or no longer effective, what strategies can be adjusted under the new income tax law, and what new strategies might we want to consider incorporating into our “tool kit” for our clients?
Ted will address these questions while discussing some of the following topics: saving for retirement while reducing income taxes; helping clients and their investment advisors construct more tax-efficient investment portfolios; maximizing the benefits of itemized deductions under the new tax law; helping philanthropically inclined clients maximize the income tax savings of their charitable giving; using Sections 529 Plans to save for college (and possibly secondary school?) education expenses and avoid income taxes; educating clients about the Massachusetts Estate Tax now that the Federal Estate Tax will apply to fewer than 0.1% of all estates; and considerations when choosing between saving on income and capital gains taxes now or estate taxes later. Please bring your questions and tax planning suggestions to enable all of us to have an educated discussion of how we can collaborate to add the maximum value for our clients.
Registration and cocktails will begin at 5pm, dinner will be at 6pm and our presentation will be held from 7:00-8:45pm.
Ted Yoos
With over twenty-five years of experience in the financial services industry, Ted Yoos has developed expertise in the areas of tax-efficient portfolio management, mutual fund and exchange traded fund research and selection, income tax preparation and planning, managing stock option and restricted stock grants, education savings strategies, retirement planning, and transferring wealth through gift and estate planning. He has been preparing income tax returns for thirty years. After holding senior positions with several New England financial services firms, Ted founded Cornerstone Financial Management LLC in 2006 to provide independent and objective financial counsel while upholding a fiduciary standard that treats his client’s interests as preeminent at all times.A graduate of Hamilton College, with a Master’s degree from Cornell University, Ted is a Certified Financial Planner™ Professional. He is a member of the Financial Planning Association (FPA), the National Association of Tax Professionals (NATP), the Boston Estate Planning Council (BEPC), and Kingdom Advisors.
Ted enjoys jazz music, hiking, bicycling, traveling with his wife, coffee, and cooking on the gas grill in his backyard.
Please note: We hold our board meeting from 3:00-5:00pm. All members are welcome to join.
PLEASE NOTE OUR NEW LOCATION!
Our monthly meetings will now be held at the Waltham Hilton Garden Inn -
450 Totten Pond Road
Waltham, MA 02451
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Important Notice Re: CPE
CPE credits count toward fulfillment of the Continuing Professional Education requirements of the National Association of Enrolled Agents, the Massachusetts Society of Enrolled Agents and the Internal Revenue Service. Except education credits for state tax courses will not count toward IRS requirements under Circular 230.
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