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Happy Women's Day!

Writer's picture: Susan GeistSusan Geist

Updated: Dec 4, 2023


This week I am in cold and snowy Salt Lake City at the Best Ever Conference for commercial real estate investors! It's still very much a male-dominated space, but I have been so inspired by the women I have met - their accomplishments, their goals of helping their families and communities, and their collaborative (rather than competitive) attitudes. And this is probably the only conference I've been to where there is never a line for the women's restroom!

 

Tax Strategy Workshop Recap:

We had a great group of women in the March Tax Strategy Workshop last Saturday! We covered how the IRS classifies income, went into detail on how tax returns are structured and the most important forms for investors, explored more than two dozen tax reduction strategies, and worked on brainstorming our own 2023 tax plans. I haven't opened registration for the next session yet, but you can sign up to be notified on my website: www.risingfemmewealth.com



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While we love diving into investing and tax strategies, we are not financial professionals. Neither of us is a financial advisor, portfolio manager, or accountant. This is not financial advice, investing advice, or tax advice. The information in this document is for informational and recreational purposes only. Investment products discussed (ETFs, index funds, real estate assets, etc.) are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Do your own due diligence. Past performance does not guarantee future returns. Rising Femme Wealth, LLC.

©2024 by Rising Femme Wealth, LLC

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