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FSB TALKS MONEY April 26: 2021 Tax Strategies and Considerations
Posted
Join FSB and LionsGate Advisors® for a virtual seminar and learn to maximize your money with a new tax strategy for 2021.
Have You Considered:
- Your tax situation if you were unemployed?
- A Roth conversion?
- How your investment gains and losses change your tax burden?
- Your mortgage and write-off?
- Updating your estate plan?
- The tax implications of the CARES Act?
- How your tax minimization strategy fits with your overall financial plan?
Do you take advantage of First State Bank products to maximize your money and use the advice of your community bank to optimize your finances? Are you simply interested in learning more about how to make your money work for you?
Join us for FSB Talks Money on April 26 at 6:30 p.m. if you said yes to one or more of these questions.
You’ll learn about the history of our independent community bank and hear tips from LionsGate Advisors to benefit your next personal or business tax filing.
When joining the Zoom event you may be prompted to enter the details below:
Meeting ID: 883 7971 0814
Passcode: M0QBdq
Insurance products and services offered through LionsGate Advisors®, a registered investment advisor, are:
|
Not a Deposit of First State Bank |
Not Guaranteed by First State Bank |
Not Insured by FDIC or Any |
May Go Down in Value |
Neither Lion Street Advisors nor LionsGate Advisors provide tax advice. For complete details, consult with your tax advisor. Please be advised that you may conduct securities transactions only by speaking directly with your advisor. Investment advisory services offered through Lion Street Advisors, an SEC Registered Investment Advisor, and Insurance products and services are offered through LionsGate Advisors. Registration with the SEC does not imply a specific level of skill or training.
