Tax Planning for 2023!

Now is the time to start planning for YOUR 2023 Taxes

• Significant tax policy changes are coming our way with the passage of the Inflation Reduction Act
• Careful planning can make a big difference in your tax and financial outcome
• Tax advantage of a Low-Income year
• Not all interest is deductible for taxes
• What can I do to make sure my business survives a recession?

Presenter: Jesse Lipscomb
As a licensed Investment Advisor & IRS Enrolled Agent, Jesse Lipscomb specializes in Tax Planning for Realtors and Real Estate Investors. He uses Tax Return Based Financial Planning Strategies and Tax-Bracket Optimization Techniques to help his clients control & lower their taxes, save for retirement, and invest for cashflow. A graduate of the United States Military Academy at West Point, Jesse is also a familiar voice on San Diego radio, having hosted the Financial CPR Radio Show on AM 1170 KCBQ, and Co-Hosted The Money Makers on AM 760 KFMB. Jesse lives in Jamul, CA with this wife and family.  His hobbies include: attending Army Football games, riding his horse, and working on his ranch.                          

You supply the sandwich, we supply the chips and drinks!
December 7, 2022   Registration 11:30am - 12:00pm   Class starts at 12:00pm

Members: $10  All Others: $15