Virtual Lunch & Learn

NOVEMBER 18, 2020

12:00 PM - 1:00 PM

“What Women Must Know about Tax and Financial Services”

Join The Walls Group, Chattanooga’s prominent financial services, for Virtual Lunch & Learn is here to answer some questions.

  • What is taxable and what is deductible. Also including some tax implications of estate planning, such as contributing to retirement and whether you should gift or inherit.

  • Record keeping and responsibilities, including preparing tax information for tax preparers, IRS Statute of limitations and how long to keep records.

  • Top Tips for 2020 tax returns, including discussion of stimulus, charity and RMD changes that apply only to 2020.

Provide your specific questions when you sign up, and partake with The Walls Group in Q & A at the end of the session!

Virtual Lunch & Learn is sponsored by The Generosity Trust

Virtual Lunch & Learn is sponsored by
The Generosity Trust

 

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Virtual Lunch & Learn

November 18, 2020

Thank you to our sponsor!