Broker Check
28 Feb
Tax Strategies Q&A with CPA, Danielle Ashley of Symphona Wednesday, Feb 28 @ 12 Noon


Wondering how to cut the tax bill on the sale of an appreciated asset-- like a farm, inherited property, a second home? What is the 2023 and 2024 personal exemption? Can you still contribute to an IRA? Can you deduct moving expenses? Mileage? A Home Office? Are there any last minute ways to trim your tax bill?

Join Jayne W. Di Vincenzo, CFP®, ChFC®, AIF® and special guest, Danielle Ashley, CFP, Symphona andswer your tax questions!   This event is designed for individuals who are seeking to understand the complexities of the tax code and gain insights into the potential shifts in the tax landscape.

What You Can Expect
- At our presentation, you'll learn from a tax and financial professionals who will:
- Provide a review of the tax strategies employed in 2023
- Discuss the potential impact of regulatory changes on 2024's tax landscape
- Share insights on how to navigate the tax landscape with informed confidence

This event is a must-attend for anyone seeking to stay informed and proactive about their tax preparation.

Date and Time

Wed, Feb 28, 2024

12:00p - 1:00p EST


Zoom Meeting - Join Jayne Di Vincenzo CFP® and Danielle Ashley CPA from where ever you are!


Event Registration