Troy Van Sloten will be hosting a free financial investment and tax planning seminar for anyone interested, but it will be particularly helpful for senior adults. Troy has been a part of the VBC family and a local Certified Public Accountant (CPA) in Pleasanton for years. He has a tremendous amount of expertise to offer that could assist you in financial planning and learning about tax and other benefits which could provide substantial savings.
The topics that will be covered are:
Financial Planning -
Involvement of family in the process-positive
Centrally located documents/Inventory of assets
Living Trust
Simplify
Elder abuse - commingling, control, isolation issues
Taxes -
Social Security tax issues
Standard deduction vs. Itemized deductions
Qualified Charitable Deduction from Required Minimum Distribution
Self-employment Opportunities
Medical expenses and how they work on tax returns
Light refreshments will be served. Childcare will not be provided. Please email admin@vbc.online to reserve your spot.