2022-12-13 Breakfast Meeting
"Annual Tax Update"
Tax Attorneys from Kulzer & DiPadova
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The tax attorneys from Kulzer & DiPadova present their annual federal and state income and estate tax update highlighting recent developments including the Inflation Reduction Act and increased IRS funding, Employee Retention Tax Credit, SECURE Act regulations, paying retirement plan accounts to trusts and other recent changes in tax laws.
Sponsored by:
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Meeting is both in person and streamed via GoToMeeting.
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Cost is $15 for members, $30 for non-members (a 50% reduction from last year!)
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Cost is free for 1st time attendees (see Guest Policy below)
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Location:
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NOTE: New Location!
Lincoln Investment Planning, Suite 10201,
10,000 Sagemore Dr., Marlton, NJ 08053 (map). -
Schedule:
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8:00 am - Breakfast/Registration (in person)
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8:25 am - Sign-on (streaming)​
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8:30 am - Meeting
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10:30 am - Adjournment
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Guest Policy:
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Guests are welcome to attend our meetings during the 2022-23 year with the following rules:
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1st meeting attended (In Person or Virtual) — Cost is Free, Compliments of the Chapter. We welcome you!
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Subsequent meetings attended (In Person or Virtual) -- Guest pays $30 non-member meeting registration fee at time of registration.
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Guests/Non-members may join and become a member under one of 2 options (see a benefits comparison of both options):
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Local Only Season Pass (LOSA) --$240/yr or $20/mo EFT or via check or credit card:
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Email Sandy Gray for a LOSA application
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SFSP National Member --$560/yr or $47/month EFT. Visit the SFSF National website.
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Questions? Call us at 317-844-6268.