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Taxes: Start Your Money Plan Here

Take Charge: Your Money. Your Life.

A FREE Webinar Series Brought to you by 360 Degrees of Financial Literacy and AICPA’s PFP Section From America’s CPA Financial Planners



Taxes: Start Your Money Plan Here

Your tax return is the roadmap to your life goals. So don’t file it and forget it. Use it.

We’ll show you how in this FREE, one-hour seminar with CPA financial planners Lyle K. Benson, Jr., CPA/PFS, and Karen Goodfriend, CPA/PFS. They will explain how you can use your tax return to create a comprehensive financial plan. Included in the seminar:

  • How to make the most of your tax deductions
  • How to ensure your retirement plan delivers
  • How to evaluate your investment strategy
  • How to protect your assets
  • And more …

Powerpoint Presentation

Tax Return Checklist

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