ABOUT SSL CERTIFICATES
Panel Discussion about Tax Rule Changes
Thursday, March 20th
6:00 pm to 8:00 pm at the Pegram Branch of
Community Bank & Trust at 704 Highway 70 South
Luke Aull, CFP
Clint Finch, CPA
Doug Waters, Attorney
Topics: Tax Planning, Retirement Planning, Estate Planning
* How will the new tax rules affect you and your business?
* What are the new limits and retirement planning opportunities for 2014?
* How do the new gifting and inheritance tax rules affect your estate?
Dinner will be catered by Subway | Door Prizes
We encourage you to attend and invite your friends, family, colleagues, etc.
Please RSVP by calling Marion Pack 673-6722 or Jennifer Davenport 952-9292
NOTICE: Securities offered through Raymond James Financial Services, Inc. are not insured by the FDIC are not deposits or other obligations of Community Bank & Trust, are not guaranteed by Community Bank & Trust and are subject to investment risks including possible loss of the principal invested.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
* Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with tax provisions of the issues presented herein, as Financial Advisors of RJFS we are not qualified to render advice on tax or legal matters.
You should discuss any tax or legal matters with the appropriate professional.