Towerpoint Wealth Sacramento Financial Wealth Advisor
Lunch And Learn Sacramento Financial Advisor Towerpoint Wealth

Towerpoint Wealth hosted the fourth in its inaugural Lunch and Learn series of downtown educational workshops on December 13th, with Year-End Tax Saving Tips being the subject matter. Kevin McCarl, a Senior Tax Manager at Moss Adams, LLP, led the interactive discussion, as 15 attendees enjoyed boxed lunches from My Sisters Café while participating in the presentation. The timing of the L&L was excellent, as the content focused on actionable 2017 end-of-year ideas to minimize one’s income tax obligations, and also an update on the ever-changing major provisions of the big federal tax reform bill. We were pleased to have a number of guests let us know afterwards that this was 45 minutes of time well spent!

Tax Reform and Year-End Planning Update presentation

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