Bruce Elliott is a C.P.A. who has provided business, accounting, and
income tax services for forty-nine years. He has done work for
individuals and businesses, ranging in size from local entities to
corporations with international sales and exposure. You may be able
to benefit from some of his sharing about ways to manage your
finances, retirement, and income taxes. Please come with interest and
questions as we discuss a range of topics including general income
tax changes, IRA accounts, RMDs, QCDs, and the consideration of gifts
or loans to family members. Other subjects may include identity
protection and the importance of beneficiary review.