fbpx
Schedule a Consultation 410.461.3900

WEBINAR: Tax Schemes for 2022: Protecting Oneself

 
Greetings! 
 
Baltimore-Washington Financial Advisors invite you to an interactive workshop discussing the latest IRS Tax Schemes for 2022. We’ll discuss what you should be on the outlook for and how to protect yourself.
 
Webinar
Friday, December 2, 2022 from 11:45 AM to 1:00 PM EST


TOPICS WILL INCLUDE:
  • Charitable Remainder Annuity Trust to Eliminate Taxable Gain
  • Foreign Pension Arrangements
  • Foreign Captive Insurance
  • Monetized Installment Sales
  • Economic impact payment / Refund theft
  • Unemployment Fraud
  • Fake Employment Postings
  • Fake charities
  • Offer-in-Compromise mills
  • Text Messaging Scams
  • Email Phishing
  • Impersonator phone calls
  • Spear Phishing
  • Improper Reporting of Digital Assets
PRESENTERS:
Managing Director, Wealth Management
& Executive Manager
CPA, MST, CFP®, CIMA®
Senior Tax & Planning Advisor
We hope you can join us!
Sincerely,


Robert Carpenter

President & CEO

BWFA is a Fee-Only/Fiduciary Advisor.
For questions or help registering please contact,

Cortney Caronna | Marketing Associate | BWFA | emailus@bwfa.com | 410-461-3900

BWFA is proud to offer several webinars every week on a variety
of financial topics as well as lifestyle and wellness topics.
Webinars are complimentary and are easily accessed through Zoom.
Feel free to forward this email to your friends and family who may be interested
as well, they can virtually participate from anywhere in the world!
Additionally, if you’d like to schedule a complimentary consultation via
phone or Zoom, please email Cortney Caronna at ccaronna@bwfa.com.
 
View and signup for Upcoming Webinars at the link below.
CONNECT WITH US