
30
May
Tax Efficient Investing
Presenter
Dean MioliDescription
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