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:
- Where to hold growth assets vs. where to hold income assets.
- What type of investment vehicles you should be choosing.
- How to use your portfolio to generate tax write-offs.
- 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.