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Tax Law & You – 2022 Planning Brunch



January 25


10:00 am - 11:00 am

Join us for a complimentary tax planning brunch hosted by Brookdale Carriage Club (5800 Old Providence Road, Charlotte NC 28226)!

We all know that tax planning can lead to tax savings, but are we doing everything we can to identify and implement our tax savings opportunities? Changes in tax law, major life events, transitioning into retirement, going back to work after retirement, or beginning a new business venture are all reasons to look at our tax planning strategies to better ensure we’re reducing our tax burden.

Join Tommy Alvis, CPA and CEO of Elevated Financial & Tax for this free, one-hour brunch workshop hosted by Brookdale Carriage Club if you are interested in beginning or enhancing your tax planning efforts to save money today and in the years to come.

At this workshop, you will learn:

  • A basic overview of tax rules and tax law changes, as they apply to individuals and married couples today
  • How lost deductions may affect your taxes today and in the future
  • How to protect yourself against the taxation of your Social Security benefits
  • Tax planning strategies and potential opportunities to maximize tax savings
  • Common tax misconceptions, and how you may avoid making costly mistakes
  • And more!

Register For This Event