Professional Briefings


Income Tax Reduction & Estate Tax Elimination Strategies

This complementary professional briefing will help you discover how to save taxes using strategies in a number of ways rarely shared in public. Don’t miss this opportunity to learn from one of the region’s top retirement income specialists! Come and you will discover how to:

  • Create Substantial Income Tax Deductions
  • Avoid Double Taxation On Your “IRS-Targeted” Retirement Accounts
  • Legally Bypass Capital Gains Taxes On Stocks, Bonds and Real Estate
  • Reduce And Even Eliminate Income Taxes On Your IRA and 401(k)
  • Convert Unused Assets Into A Tax Free Income You Can’t Outlive
  • Save Taxes Using Strategies The IRS Wants You To Use…and much more!

Since space is limited, you must register in advance, and will be sent tickets for your seating.

    Location: Monroe Golf Club, 155 Golf Avenue, Pittsford, NY 14534

  • Limited Times: Tuesday or Wednesday, May 15 and 16, 2018. Choose either briefing:
  • Tuesday, May 15th Noon(lunch): 12 Noon – 2:00 p.m. or
  • Wednesday, May 16th Early Evening(hors d’oeuvres): 5:00 p.m. – 7:00 p.m.
Private Briefing: "New Income Tax Reduction & Estate Tax Strategies"