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Tax Planning Session

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Schimelpfenig Library, 5024 Custer Rd, Plano, TX 75023

 

DFWMM is bringing you an informative session on Tax Planning by Sudhir Pai, CPA on Dec 14th. 

It would be an excellent opportunity for Individuals to learn about tax saving strategies, financial planning and get information on FBAR, FATCA etc. Sudhir Pai, CPA, EA, CGMA and his team has helped thousands of taxpayers with tax& financial planning. Don’t miss this opportunity.

 

Total – 2 hours – which also includes a Q&A session.
 
Seating is limited. RSVP NOW!
 
Cost: FREE
Tea/Snacks will be served.
 
Agenda:
  • Possible Tax law changes and planning opportunities in 2013
  • Tax Planning for Individual and Business
  • Foreign Bank Account Report – FBAR
  • Foreign Account Tax Compliance Act (FATCA)
  • Important Non-Tax Reporting Requirements
 

 

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