Learning Center

At McIntosh & Associates we are dedicated to offering opportunities to both prospective clients and current clients for informational & educational meeting that cover a variety of topics.

We often partner with members of our community to utilize their expertise on subjects that are crucial to helping you stay informed. Topics include: attorneys speaking about how to access benefits for loved ones that need care at home, assisted living, or nursing homes, the differences between wills, revocable & irrevocable trusts, why you should have a trust for your IRA, and how to avoid probate.

Please join us in the warm and cozy atmosphere of our Learning Center!


Tax Strategies For The High-Net-Worth

Efficiently managing your taxes involves many intricate details and strategies — and a clear understanding of any changes to the tax code. To prepare and plan for the year ahead, we would like to invite you to our presentation, 2017 Tax Strategies. Learn new tax tips and receive reminders on key items to help you reduce your liabilities and meet your financial goals.

We’ll walk you through some of the strategies that could potentially increase your overall benefit amount. Bring your spouse or a friend! Join us for this special informational opportunity:

May 18 at 2:00 PM
OR
May 23 at 10:00 AM

Location:
McIntosh & Associates Learning Center
122 S. Main St., Suite 2
Freeland, Michigan

Seating is limited. Call our office at 989-692-2200 today to reserve your spot!
Spouses are encouraged to attend!

RSVP Form


 


 

This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney and/or CPA.