“The Importance of Tax-Planning
in the 21st Century"
by Gables Bookkeeping

FREE WORKSHOP
January 23th, 2018 | 8:30 a.m. to 11:00 a.m.

I. The Impact of the 2017 Tax Cuts and Jobs Act
a. Personal and business deductions, exemptions,  credits,  and  new tax-bracket efficiencies 

II. Tax Preparation versus Tax Planning
a. The major differences between tax preparation and tax-planning can enhance retained earnings & profitability

III. The Three (3) Financial Tax Buckets
a. A clear description and understanding of the Taxable Bucket, the Tax- Deferred Bucket, and the Tax-Free Bucket are explained in detail

IV. How to Achieve a Tax-Free Retirement Life
a. The importance of formulating a Customized Tax-Preferred Retirement Blueprint and its efficiency in mitigating the Fatal Four (4)

V. Q & A

Workshop by:
Bert Salazar 

CFEI, CTP, LUTCF Presented by Gales Bookkeeping BIO

Retirement Strategist (28 years)
United States Marine (1st Marine Division Camp Pendleton, CA)
Boston State College and Nova Southeastern University - Accounting, Economics, and Finance
Former Registered Principal Global Fortune 500 Company
Certified Financial Education Instructor (CFEI) - Certified Tax Preparer (CTP)
Life Underwriting Training Council Fellow (LUTCF)
Married 34 years; 2 Daughters, ages 30 and 26
Resides in Coral Gables, Florida

For more Information: Michael Artigas, President Gables Bookkeeping 1825 Ponce de Leon Blvd. #526 (305) 219-3027