FPA of Southern Arizona: October Breakfast Meeting

  • Wednesday, October 12, 2016
  • 7:15 AM - 9:30 AM
  • Arizona Inn: 2200 E Elm Street Tucson AZ 85719
 





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 
520-325-1541 

 

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  

gerry@dynasetaz.com        

  

 

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.








FPA of Greater Phoenix
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Email Us: info@fpaofphoenix.org

Office Hours:
Mon-Thurs: 9:00AM - 5:00PM
Fri: 9:00AM - 1:00PM
Phone: 480-483-9035
Fax: 480-922-5283


Connect with Us!


Website Development by Financier SEO - a digital marketing agency focused on helping financial advisors and planners excel with digital campaigns.  We are proud of our ongoing relationship with FPA of Greater Phoenix.