Winning the Tax Game: For You, Your Family, and the Cathedral

What questions are you asking about taxes, retirement income, property, investments, or charitable giving?

Join the Cathedral of the Immaculate Conception for Winning the Tax Game, a practical, plain-language workshop designed to help you better understand strategies that may affect your family, your finances, and your charitable giving.

What will we discuss?
The presentation will explore questions such as:
• How can you sell rental property or land without using a 1031 exchange?
• How can you sell or diversify stock while potentially reducing income tax?
• How can you protect an IRA from double taxation?
• How might a charitable gift create a tax deduction this year, and potentially for several years?
• How might thoughtful tax and financial planning affect your income?

Two opportunities to attend

Tuesday, October 27
Afternoon
3:00 p.m. Wine Social
3:30 p.m. Presentation

Evening
6:30 p.m. Wine Social
7:00 p.m. Presentation

Both sessions will be held in the O’Hara Room at the Cathedral of the Immaculate Conception, 416 West 12th Street, Kansas City, MO.

Our speaker
Bill Eckert, Senior Financial Advisor at Renaissance Financial in Overland Park, will lead the presentation. Bill works with families on wealth management, tax and estate planning, investment management, philanthropic strategies, and related financial planning.

Reserve your seat. Seats are limited. Please contact Adriana at (816) 842-0416 or amears@kcgolddome.org to reserve your seat.

This is an educational workshop and is not tax, legal, or investment advice. Please consult your own professional advisor before taking action.