October 12, 2016 Breakfast Meeting
Tax Planning and Strategies
Presented by: Vic Hess, CPA, CFP®,
President of ButtonWood Advisors, LLC
Presentation will cover these strategies and more:
* IRA and Roth IRA Strategies
* Capital Gain/Loss Strategies
* Pension Distribution Strategies
* Charitable Planning Strategies
* Strategic Tax Strategies
* Tactical Tax Strategies
* Trust and Estate Strategies
Wednesday Oct. 12th, 2016
Location: Arizona Inn
2200 E. Elm St, Tucson, AZ, 85719
FPA of Southern AZ
Members $20 / Guests $30
Registration and Breakfast 7:15 AM
Speaker will speak 7:45 AM -9:30 AM
2 Hrs of CE Credits CFP, CFA & CPA (certificates of attendance upon request)
RSVP to Gerry Oldenski by Friday,
October 7, 2016 at
To prepay with PayPal go to our website
We accept checks and cash at the door on the day of the meeting
No Shows with reservations will be billed for the breakfast unless prepaid
About the Speaker:
Vic Hess, President of ButtonWood Advisors, LLC, is a CPA Financial Advisor who works with a select group of families to help them organize their financial life so they can find additional time and money to do things they love.
Prior to establishing ButtonWood Advisors, Vic spent twenty plus years helping successful families of closely held businesses protect, enhance and transfer their wealth.
Vic offers a wide range of services from Investment Planning, Wealth Enhancement, Wealth Protection, Wealth Transfer, and effective Charitable Gifting.
We specialize in helping our families manage their financial risks, protect their family, enjoy and protect their lifestyle, plan ahead, and build a family legacy.
With more than 30 years in the business, Vic understands that it is not what the family makes that determines their wealth, it was what they keep. He has spent his life learning the rules, regulations, tricks and traps on how to help his client families keep more of what they make.
Vic has a Bachelors degree in Business Administration from the University of Wisconsin Madison. Vic was also the Chief Financial Officer for SYSCO Corporation a Fortune 500 distributions company. As the former president for one of the largest family owned companies in Oregon he thoroughly understands how to manage and enhance a family company's wealth.