LONG BEACH, CA, October 12, 2015

 

Marie Deary has done it again!  As part of her Financial Fitness campaign this year, Marie Deary, along with co-hosts, KJLH Front Page Host/Producer Dominique DiPrima and Comedian/Producer Ricky Harris, held a much needed workshop on tax planning and money management at the Proud Bird in Los Angeles, California.  

 

On October 10, 2015, Marie Deary, Senior Financial Advisor of Wealth Management Financial Advisors, presented a workshop on taxes entitled, Let’s Talk Money, IRS and State Taxes, to an audience of over 100 people -- business owners and individuals -- in attendance.  People came from all over Southern California with their questions and concerns about their taxes and tax statuses.  

 

During the workshop, Marie emphasized the importance of filing your taxes, whether you owe or not.  Many in the audience were surprised to learn about the various repayment options available to them, as well as strategies on how to avoid owing the IRS in the future.

 

That said, many of those in attendance expressed their grievances and shame of having their taxes done by unscrupulous and unethical tax preparers, which ultimately led to them unnecessarily owing the IRS.  They were even shocked to learn that the IRS could garnish their Social Security payments.

 

The workshop covered such topics as “Type of Income, Capital Gain, Gift and Estate Taxes.”  She also illustrated the different Federal Income Tax Brackets, as well as how to calculate the Marginal Tax Rate to determine how much taxes one would owe and how to use various deductions to reduce or eliminate taxes altogether.  What a successful workshop!

 

Wealth Management Financial Advisors, Inc. (WMFA) is a company dedicated to serving the financial needs of individuals and families who are traditionally overlooked by the financial services industry.  

 

WMFA helps these same individuals and families with personal financial planning, estate planning, retirement planning, tax preparation, small business consulting and their real estate needs.  With this in mind, WMFA is expanding their services to include Smart Money Rules in order to help their clients to get financially fit in the new economy.

 

Following her workshop, Marie responded to and answered my of her participants questions.  To learn  more about tax planning and money management strategies, visit our website at  www.wealthmanagementlb.com, or call 877-828-8877.

 

Contact: Marie Deary

Telephone: (562) 427-8877 

Cell: (562) 370-6932 

Email: marie@wealthmanagementlb.com

Website: www.wealthmanagementlb.com 

Senior Financial Advisor October 10, 2015