Tax Season Simplified: Smart Strategies to Reduce Taxes

Date: March 20, 2025
Time: 6:00 - 7:00 PM
Location: Johnson City Public Library (JCPL)

Maximize your wealth, minimize your tax burden.

Tax laws are constantly shifting, and without a strategic approach, high-income earners, business owners, and preretirees risk paying more than necessary. This seminar is designed to help you optimize tax efficiency and retain more of your hard-earned wealth—without the stress of navigating complex regulations alone.

• Advanced tax planning insights tailored for high-income professionals and entrepreneurs
• Proactive strategies to lower your lifetime tax liability—not just this year’s bill
• Tax-efficient retirement planning: Roth conversions, investment tax strategies, and legacy considerations
• Business tax optimization: Avoid costly mistakes and maximize deductions

Led by David Talley, CFP®, this session will give you clarity and actionable steps to take control of your tax future.

If you’re serious about keeping more of what you earn and building a tax-efficient financial strategy, this workshop is for you.
Secure your spot today!

Host or Publisher David Talley, CFP®