How to Help Preserve and Grow Your Wealth Under the New Trump Tax Law

How To Help Preserve and Grow Your Wealth under the new trump tax law.

 

What you'll discover:

  • 4 Ways to help preserve and grow your net worth under the New Trump Tax Law.
  • Unique Ways to potentially generate a reliable retirement income stream without annuities.

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
 

James S. Lineweaver, CFP®, AIF®
Founder & President
Lineweaver Financial Group
CFP Logo | Lineweaver Financial

Mark Sipos
 

Mark Sipos
Accounting & Tax Specialist
LFG Tax Services, Ltd.
 

Michael L. Solomon | Lineweaver Financial Michael L. Solomon, Esq.
Partner
Solomon, Steiner & Peck, Ltd.

Join us for a gourmet dinner at LockKeepers Restaurant
(8001 Rockside Rd., Cleveland, OH 44125)

COMPLIMENTARY VALET PARKING AVAILABLE

Thursday
May 10th
5:30 PM

Tuesday
May 15th
5:30 PM


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