Tax Planning & Strategies Workshop

Join us for an educational event covering the most significant tax law changes in years, including provisions that affect working professionals, business owners, retirees, property owners, and families. The new law—signed July 4, 2025—includes updates that are already in effect and in some cases retroactive to January 1st, 2025.

✅ Changes to overtime and tip-based income deductions
✅ New tax credit guidelines for business owners (child care, paid leave, R&D)
✅ What the increased SALT deduction cap could mean for CA residents
✅ Additional deductions available to retirees age 65+
✅ New tax-advantaged accounts for families with children

• W-2 Employees & Contractors
• Small Business Owners & Self-Employed Professionals
• Retirees & Pre-Retirees
• Property Owners in High-Tax States
• Families Planning for the Next Generation
  

Dinner served at 6:00 PM PT, followed by the presentation from 6:30 to 8:30 PM PT.
Enjoy a relaxed atmosphere before the workshop begins.

Prefer to Join Online? Select the Virtual Option at Checkout!

Daniel Y. Yee, MBA, RFC®
Vision Solved Wealth Management

Presented By:

Pam Sosa
Mortgage Broker / Tax Preparer
Owner of Standard Mortgage Finance Services

INDEPENDENT CONTRACTOR OF MONEY CONCEPTS INTERNATIONAL, INC.
All securities through Money Concepts Capital Corp., Member FINRA/SIPC.
Vision Solved Wealth Management Group is an independent firm not affiliated with Money Concepts Capital Corp.

Host or Publisher Vision Solved Wealth Management