Roundtable Features End-of-Year Investment Strategies, 2013 Tax Planning
During Commerce Lexington’s
December Business Resource
Roundtable, we’ll get you and
your business ready for all the
important tax and investment
tips as 2012 comes to a close
and the new year begins. An
expert panel will be ready to take
your questions as the speakers
highlight key investment strategies for the end of the
year, the impact of taxes on investments for 2013
and beyond, how to maximize your retirement
accounts, and special benefits for those over age 50.
This Business Resource Roundtable presented by
Community Trust Bank is scheduled for Tuesday,
December 11, from 3:30-5:00 p.m. at Indiana
Wesleyan University (2530 Sir Barton Way in
Hamburg, Rooms 220 & 224).
ABOUT THE SPEAKERS:
Facilitating this discussion will be Jim McGary,
Financial Services Representative for Mass Mutual
Financial Group. Panelists include Hampton
Scurlock III, CFP, President of Retirement Tax
Advisory Group, RIA, and
Kimberly Tyler, CPA, Tax Manager
with Dulworth, Breeding, Karns &
Pleasants, LLP. As a Certified
Financial Planner® Professional,
Scurlock’s firm features an independent
approach, full fee disclosure,
extensive knowledge, and a
client-centered focus. Retirement
Tax Advisory Group does not have any proprietary
products or quotas and does not charge investment
commissions. Tyler has served clients in a wide range
of industries, with responsibilities including most
areas of compliance for corporate, partnership, fiduciary,
and individual tax returns, as well as multi-state
tax compliance, federal, and multi-state tax research.
ABOUT THE ROUNDTABLES: These events provide a topical presentation that
is relevant to the success of small business owners and business professionals. They also allow
members the opportunity to discuss ideas, share best practices, and work through challenges.
HOW TO REGISTER:
The Roundtables are open to Commerce Lexington Inc. members at no charge. Please RSVP by clicking the REGISTER NOW link in the box below.
Community Trust Bank
Breeze Financial, LLC
DMD Data Systems Inc.
TravelHost of the Bluegrass