Stand by for future CHOW seminars featuring Steve Falcone and Financial Advisor, Brad Donovan. They're FREE! Take advantage of the opportunity to speak with experienced professionals and participate in a discussion on dealing with your upcoming taxes.

Topics include:
  • Ways to save money on your income taxes
  • Taxes on social security and pension income
  • Write-offs for your primary residence and a second home
  • Advantages/Disadvantages of Traditional and Roth retirement contributions
  • Tax efficient investing ideas
  • Gift tax exclusions
  • Deductions for college expenses
  • Interest, dividend, and capital gain tax rates
  • Any other tax issues attendees would like to discuss
Ocean Shore