January 8, 2017

Save Your Portfolio from Unnecessary Taxes: Financial Education Event

On December 8th, over 30 guests joined Capital Advantage and special guest speaker, Kyle Berg, CPA, in the Arts & Science Room at the Lafayette Library for a strategic look at how to save money by eliminating avoidable taxes from your portfolio.

At this event, we focused on strategies currently being implement for our Capital Advantage clients, including:

  1. Where to hold growth assets vs. where to hold income assets.
  2. What type of investment vehicles you should be choosing.
  3. How to use your portfolio to generate tax write-offs.
  4. How to take advantage of the projected changes to the tax code in 2017.

The menu included Pepper-crusted steak and arugula and horseradish aioli biscuit sandwiches; Crispy Portobello Mushrooms; Charcuterie and Cheese selections; Brie and Apple-cranberry chutney crostini and Brownie Bites for dessert. We also served a selection of local beers (Trumer Pils, Lagunitas IPA, etc.) and La Crema Chardonnay and Pinot Noir.

We’d love to start a conversation with you. Call or make an appointment today.

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