Flam Financial Services LLC will host free investment plan workshops in February, 2010.
Part 1: Stock/Options Plans
Wednesday, February 3rd @ 6PM PST
- General overview of various employee stock and option plans
- Tax ramifications for plan investments
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How to report income made from your investments
- Tax issues that arise from reporting errors/inconsistencies
Part 2: Retirement Accounts
Wednesday, February 10th @ 6PM PST
- General overview of 401(k), Traditional IRA and Roth IRA plans
- Investment rules and limitations
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Tax strategies to lower your annual tax burden
- Tax penalties resulting from investment activities
Click Here to View the Event Flyer
Workshop Specifics
These two workshops will be hosted via webinar. To receive access to the event, please follow the RSVP instructions below.
RSVP
Click Here to RSVP Online
RSVP by Phone: 805-370-6826 x104
RSVP by Email: workshops@flamfinancial.com
Learn More about the Host
Flam Financial Services LLC - Flam Financial is a tax practice that offers a wide variety of services for both individuals and businesses, including tax planning and preparation, tax problem resolution, and bookkeeping.
The stock and option workshop will be most beneficial for people who are either enrolled or are considering enrollment in an employer sponsored stock/option plan.
The retirement plan workshop will be beneficial to both people enrolled in or considering enrollment in a employer sponsored retirement plan. It will also be beneficial for those who wish to set up an individual retirement arrangement.
The subject matter will primarily focus on the present and future tax ramifications for participating in the aforementioned investment activities.