Broker Check
30 May
Tax Efficient Investing

Organizer

Continuum Consulting Group Continuum-briefings@lfg.com

Presenter

Dean Mioli

Description

This session will provide a review of the current Federal Income Tax system and investment tax management. In addition, Dean will discuss factors to consider when looking at capital gains and losses. Dean will also demonstrate how tax efficiency can add value to your portfolio.

Date and Time

Thu, May 30, 2019

11:30a - 1:00p PST

Location

Il Fornaio Restaurant

18051 Von Karman Ave
Irvine, CA 92612
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PT1H30M
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