Maximizing Advanced Tax Planning

Tax Planning Happens All Year

Want to pay less in taxes? Ready to maximize your deductions and get a bigger return? Then you need to start tax planning!

Don’t worry; you don’t need an accounting degree to make smart tax decisions. A little planning, the right CPA, the right financial advisor, can go a long way when it comes to paying the lowest taxes possible.

We can help, which is why we are hosting Maximizing Advanced Tax Planning on Wednesday, September 15th at 4:30 pm CDT. Join us to learn tax planning strategies to secure your financial future. If your goal is to grow your wealth, you need to start planning and stop wasting money on overpaying your taxes!

Meet Jack Branch, The Facilitator of Maximizing Advanced Tax Planning

Jack Branch has been a financial advisor in Louisiana since 2001 helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality, and putting together a custom plan for each client.

Jack has been recognized nationally and locally as a top advisor to professionals, CPA's, business owners, and entrepreneurs seeking a holistic plan not just a boiler plate one size fits all plan.

The question that I think he asks that is very critical is “if what you thought to be true about your money turned out it wasn’t true when would you want to know?”

Hosts: Jack Branch

& Steven Johnson CPA

Tax Planning Strategies Everyone Can Use

Tax planning isn’t just for those in the highest tax brackets. No matter what your take-home income equates to, tax planning can go a long way in ensuring your hard-earned money stays in your pocket. Steven B. Johnson, CPA, PFS began his career as an accountant with Coopers & Lybrand in 1989. Furthering his opportunities, he joined John R. Busenlener, CPA in 1991, where he made partner a few short years later in 1993. The firm in 2021 is celebrating 100 years of doing tax planning.

We have tons of strategies to share with you during Maximizing Advanced Tax Planning! From contributing to your retirement fund to tweaking your withholdings, to setting up a virtual family office to do holistic planning, there are countless ways to keep more of your pay.

Together, we’ll examine common deductions and explore different tax breaks you should be taking advantage of. This is one money-saving event you don’t want to miss!

We Look Forward to Sharing This Experience With You on Wednesday, September 15th at 4:30 pm CDT!