Benevilla offers tax strategy workshop

Posted 9/22/20

Benevilla will present Ken Mueldener, CPA, PLLC, in an interactive workshop on smart tax preparation strategies 1:30-2:45 p.m. Tuesday, Oct. 27.

Charitable IRA rollovers, gifts of appreciated …

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Benevilla offers tax strategy workshop

Posted

Benevilla will present Ken Mueldener, CPA, PLLC, in an interactive workshop on smart tax preparation strategies 1:30-2:45 p.m. Tuesday, Oct. 27.

Charitable IRA rollovers, gifts of appreciated assets and the Arizona Tax Credit program are among the topics to be covered at this informative event.

The free live Zoom workshop, titled “Tax Planning for this Chaotic Time,” is part of Benevilla’s “Educational Event Series,” where each workshop features professionals who can answer questions and provide guidance and resources needed to prepare for senior life changes, especially during the Covid-19 pandemic.

Benevilla will continue using the online format for the workshops for the near future. Upcoming workshops will cover a broad range of topics, from in-home care management and hospice to estate preparation and tax savings tips.

Reservations are required. When registering for the event, provide a working email address. Participants will then be provided a secure link and password as well as instructions on how to attend via the secure Zoom video conference application.

Call 623-584-4999 or visit benevilla.org.

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