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CONGRATULATIONS ON SIGNING UP FOR THE TAX SAVINGS STRATEGY WORKSHOP
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WE ARE GOING TO LEARN
HOW TO SAVE AT LEAST $5,000
(OR YOUR MONEY BACK).
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TAX
WORKSHOP INFORMATION
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WORKSHOP LOCATION: Naples, FL
MEETING ROOM: La Vista (7th floor)
DATES: JUNE 19TH AND 20TH, 2017
TIME: We begin promptly at 9am each day, take plenty of breaks and end each day at 5:00pm
WHAT TO BRING:
- A digital recording device for recording YOUR TURN ONLY, notepad, etc.
- If you have access to them, bring your last 3 years tax returns (business and personal)
- Business financial statements for same years (P&L and Balance Sheet)
- Twelve (12) Months Forward-Looking Budget
NOTE: Bring as much of this as you have. We’ll make do with whatever you have.
NEAREST AIRPORT: Miami International Airport (MIA)
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To get the most out of your time, please plan to stay at the same hotel. Booking details can be found HERE.
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