Tax Saving Strategies
Sacramento Chapter In-Person Meeting

Date and Time:

Tuesday, July 25, 2023
6:00 to 8:00 PM

Location:

Mimi's Cafe
2029 Alta Arden Way
Sacramento, CA 95825

Course Description: 

What We Will Cover:
- Diversification and inflation management
- How a Roth conversion may help offset paying taxes on assets
- Strategies to help manage risk by using brick and mortar investments reducing or possibly eliminating your capital gains taxes
- Cost segregation for accelerated depreciation
- Income and long-term capital preservation
- Selling low basis assets, that could possibly minimize taxes
- Steps to take that may help preserve your money from future tax increases
- 1031 Exchanges and Opportunity Zone Strategies

Speaker:

Jeff Bangerter
Jeffrey Bangerter has been working in Financial Services since 1979; helping his valued clients prepare for and enjoy a comfortable retirement. Jeffrey dedicated his time and resources in order to attain the licenses required to assemble a thoughtful and strategic plan for every client. He is an Enrolled Agent TaxProfessional, Mortgage Loan Originator, Investment Advisor Representative, Registered Securities Representative, Insurance Agent, and Real Estate Agent. He empowers clients with the required knowledge to help them make smart and informed choices as they enter their Golden Years. His goal for his clients is to potentially reduce tax obligations and provide professional money management. By patiently reviewing information with the client's understanding at focus, he is able to guide the client through each step along the journey. Over the years, he has cultivated our team of professionals at Bangerter Financial Services that are dedicated to assisting each and every client. We have a commitment to provide the best solution for their individual situation through retirement planning, 1031 Exchange and other tax planning strategies to make sure they do not have a point in life where they run out of money. Jeffrey has been seen frequently on Sacramento’s Fox and CBS affiliate TV Stations, providing timely financial information in an easy-to-understand format. OUR IDEAL CLIENTS:… want a work-optional lifestyle.... want to pay less taxes.… are concerned about outliving their income.… want to protect their assets.… want to fully retire, even from Landlording duties.… want to sleep comfortably with no worries about their investments or retirement.… are fun! Jeffrey has been a resident of Orangevale, CA for over 30 years. When not helping clients increase their confidence about their financial future, he enjoys boating with his children and grandchildren, traveling, and learning something new.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01848-23-I
CTEC: 1000-CE-5276

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Member: $30
Non-member: $60

Please contact Cynthia Cordero at [email protected] or 916-612-3256 to register.

Cancellation and Refund Policy for Meeting Purchase:
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.