Join the Community Foundation of Greater Rochester will present a Foundation Forum on “Business Tax Strategies: Smart Planning for Business Owners” Tuesday, June 9, from 9:30 to 10:30 a.m. at the Rochester Hills Public Library, 500 Olde Towne Rd. in Rochester.
Speaking at the event will be David Wakefield, an attorney with Wakefield Law PC. He specializes in estate planning, business planning, and post-death administrations.
Also speaking will be David Blake, a financial and private wealth advisor with Raymond James financial firm. His professional experience includes owning and managing businesses such as Blake Farms and Blake’s Hard Cider Co.
The two will cover several topics including offsetting capital gains, tax-loss harvesting, charitable planning, estate taxes, and donor advised funds.
The free forum will provide light refreshments and coffee. To register, visit https://cfound.org/forums.
Speaking at the event will be David Wakefield, an attorney with Wakefield Law PC. He specializes in estate planning, business planning, and post-death administrations.
Also speaking will be David Blake, a financial and private wealth advisor with Raymond James financial firm. His professional experience includes owning and managing businesses such as Blake Farms and Blake’s Hard Cider Co.
The two will cover several topics including offsetting capital gains, tax-loss harvesting, charitable planning, estate taxes, and donor advised funds.
The free forum will provide light refreshments and coffee. To register, visit https://cfound.org/forums.
