Contact us: financialtips@rscapital.com or (650) 344-1700
Contact us: financialtips@rscapital.com or (650) 344-1700
Every year we must refresh our planning toolkit(s) to accommodate the multitude of changes --- and take advantage of a myriad of opportunities. Here is another chance to do some planning before the year is over.
At this popular end-of-year planning workshop, the presenter John Lau, Managing Director and Principal at Robertson Stephens, will walk you through IRS Form 1040 “U.S. Individual Income Tax Return” line-by-line to identify some of the last-minute planning ideas that may save you from paying any unnecessary taxes.
The course outline may change pending new tax legislation. Workshop topics include:
Foster City Community Center: 1000 E Hillsdale Blvd, Foster City, CA 94404
Presented in collaboration with the Foster City Community Center and Financial Aptitude Training, a Sec. 501(c)(3) non-profit organization.
John is a Principal and Managing Director at Robertson Stephens’ San Ramon and Burlingame offices in the San Francisco Bay Area. John and his team specialize in retirement distribution planning, serving clients in or near retirement. John’s team uses a total-solution approach to planning, including income tax reduction, estate conservation, portfolio management, and retirement distribution planning. John is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®) professional. John is a public speaker on financial topics and has authored numerous financial books and booklets, including Winning the Retirement Race Between Time and Money; What Should I Do Before Anything Happens to Me; Suddenly Single; IRA Survival Guide After the SECURE Act, and more.
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