Webinar: Smart Personal Financial Strategies for Contractors
tue19oct12:00 pmtue1:00 pmWebinar: Smart Personal Financial Strategies for Contractors
Event Details
What does it mean to be tax-efficient in your financial life? With potential tax rate increases on the horizon, this is a topic on many people’s minds. We’ll cover topics
Event Details
What does it mean to be tax-efficient in your financial life? With potential tax rate increases on the horizon, this is a topic on many people’s minds. We’ll cover topics like:
- How to take advantage of tax-efficient vehicles in saving for your goals (retirement, education, etc.)
- How to increase tax efficiency with your investment portfolio (why it’s important to diversify)
- Proposed changes to tax law, as well as some additional strategies that can be beneficial in a rising income tax environment
Speakers for this event
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Anita S. Mahamed
Anita S. Mahamed
Wipfli, LLP
With 20 years of experience, Anita Mahamed understands tax laws, and her clients rely on her to apply them to their situation and to their advantage. As leader of the Madison construction and real estate practice,she provides a spectrum of tax-related services to businesses ranging from large, multinational corporations to small, closely held companies. Anita’s expertise also includes high-net-worth individuals.
Wipfli, LLP
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Tony Perillo
Tony Perillo
Wipfli Financial Advisors, LLC
Tomy Perillo helps manage his clients’ most complex estate, tax and investment issues, while providing personalized planning and advice to family members across multiple generations. As part of the planning process, Tony also helps develop well-diversified and tax-efficient investment solutions for his clients and diligently manages their portfolios through all market conditions. He has established himself as a thought leader within the field, serving on the board of directors for the Financial Planning Association (FPA) of Wisconsin and as chair of the organization’s NextGen chapter, which is a group of financial planners age 36 and under.
Wipfli Financial Advisors, LLC
Time
(Tuesday) 12:00 pm - 1:00 pm
