Be Tax Wise: Tax-Saving Tips for Today & Tomorrow

Do you want to better manage the taxes on your income and investments? Do you understand the impact that recent federal legislation will have on your wealth? Making smart decisions today may benefit you and your loved ones exponentially in the future.

Michael Zimmerman, BS ’98, president and founder of Regal Wealth Advisors, will lead an exclusive talk for Jefferson, Textile, and Philadelphia University alumni on the tax-saving tips and investment strategies you can use today, including understanding the impact of the SECURE and CARES Acts; managing your IRAs, Required Minimum Distributions and life insurance; and minimizing the penalties that your beneficiaries may incur from your assets.

Mr. Zimmerman will be joined by Lisa Repko, JD, vice president of Institutional Advancement and Planned Giving for Thomas Jefferson University, and Kathy Sarlson, assistant vice president of Planned Giving, to further explore how you can ensure a more fiscally bountiful future for you, your loved ones, and the organizations that are meaningful to you.