Towerpoint Wealth Sacramento Financial Wealth Advisor
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Lunch and Learn #4: Year-End Tax Saving Tips

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