Learn strategies so that you can possibly...
... take advantage of increasing interest rates in your portfolio.
... generate more tax deductions and increase retirement income.
... leave a lasting legacy using charitable trusts and donor advised funds.
... avoid selling stocks, bonds, or retirement assets to get your dream vacation home, expand your business, or purchase rental properties.
... avoid capital gains taxes when selling residential or commercial real estate with a smart use of properly structured 1031 exchange or other strategies.
Your Professional Panel:
James S. Lineweaver, CFP®, AIF®
|Michael L. Solomon, Esq.
Solomon, Steiner & Peck, Ltd.
Join us for a gourmet dinner at LockKeepers Restaurant
(8001 Rockside Rd., Cleveland, OH 44125)
COMPLIMENTARY VALET PARKING AVAILABLE