Description

Everyone has financial goals for themselves and their family but figuring your path to get there might not always seem easy. No matter where you are within reaching your goals for a wealthy future, this seminar can help get you there or keep you on the right track.

David G. Worley, CPA will take you through the steps of:

· How the wealthy are different

· Understanding the keys to future financial security

· Types of taxable and intangible property investments

· Understanding your financial pyramid

· Proven techniques to grow and use wealth

· Building streams of income

· Handling Capital Gains Taxes

 

Mr. Worley has practiced in Asheville since 1977, owning his own firm since 1979.  

A nationally recognized speaker, Mr. Worley has presented on tax matters around the country and is the coauthor of “The IRA Owned LLC and Trust,” a companion volume to a series of nationally attended seminars.

An active member in the community, Mr. Worley has worked on a task force establishing procedures for the City of Asheville Affordable Housing Trust Fund, has chaired national real estate conferences, and conducts area seminars on tax and planning matters.  

Mr. Worley concentrates in the areas of individual and business income tax, trust, estate and gift taxation, IRS matters, estate planning, small business start-ups, and planning and consulting.  

Join us on Thursday, June 20th from 5:30 pm until 7:30 pm

Registration Fees:

$65/Individual

$110/Couples

 

Venue Details
Worley, Woodbery, & Associates, PA Seminar Room
7 Ochard Street, Suite 200, Asheville, NC, 28801, United States