Deconstructing Recent Changes to Federal Tax Legislation

Join us for an insightful session on the latest federal tax legislation changes and their implications for individuals, households, and business owners! 🏠💼

What to Expect:
✨ Discover key provisions as Jason Matthews tidies them up in an understandable manner.
✨ Explore impacts on retirement income, savings, investments, tax planning, estate considerations, and small business tax issues.
✨ Walk away with the knowledge to navigate your financial landscape confidently!

Meet Your Expert:
Jason Matthews, CLTC®, TPCP® - President & CEO of Matthews Financial & Insurance Solutions and founder of Gibson Monroe Wealth Advisors. With nearly two decades in financial services, Jason specializes in tax planning and retirement strategies for various life transitions. His firm has been recognized by the San Francisco Business Times as one of the Bay Area’s top Black-owned businesses.

Get ready to enhance your understanding and prepare for confident decision-making! 🌟

Location:
100 Larkin St, 94102, San Francisco

Join us here! 💻