October 7, 2019
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Year-End Tax & Investment Planning for Business Owners and Executives Workshops in Kirkland and Benton City

Join AWB with Private Wealth Management and Family Certified Financial Planner Kristofer Gray for a workshop on year-end tax and investment planning. Two options to attend include Nov. 14 in Kirkland, and Nov. 15 in Benton City.

Gray will describe how to develop a thoughtful process to address the main issues surrounding year-end tax and investment planning. This process will maximize your personal wealth, minimize the tax burden of business ownership, and help you thoughtfully create a financial legacy for your family. Gray will review the landscape of options and tools available to minimize your tax burden and increase your personal wealth. A variety of options will be discussed in detail, including ERISA plans, Opportunity Zones and alternative investments, estate tax planning, and much more, along with a panel of professionals for specific Q&A.

See the complete workshop details and register from our events page. The cost is $25 for members and $35 for non-members at the Kirkland workshop, and $20 for members and $25 for non-members for the Benton City workshop.

Session 1:
Thursday, November 14
10 am - 12 pm
Woodmark Hotel
1200 Carillon Point
Kirkland, WA

Session 2:
Friday, November 15
1 pm - 3 pm
Kiona Vineyards
44612 N Sunset Rd
Benton City, WA 99320



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