On Tuesday, December 6th, Campbell Wealth Management of Old Town will hold a tax education event featuring Ross & Moncure’s CPA Brian Davis. All Campbell Wealth Management and Ross & Moncure clients are invited to attend. Campbell Wealth Management is a local boutique financial advisory specializing in high-net-worth individuals in or approaching retirement. Our firms share a commitment to working toward retirement certainty for our clients.
The purpose of the event is to prepare clients for the 2016 financial year-end. We will cover (1) strategies to minimize annual income taxes, (2) estate planning, and (3) 2016 legislative changes that will affect your tax bill.
Please find the full event details below:
Location: Crowne Plaza Old Town, Washington Room (second floor), 901 N Fairfax St, Alexandria, VA 22314
Time: 5:30PM to 7PM
RSVP to Rachel at r@rossmoncure.com