James Tarp and Taylor Robson, partners at
Legacy Wealth Advisors, LLC will present an informative tax update aimed at helping prepare retirees for the upcoming tax season. They'll cover the latest annual tax changes, insights into new regulations, effective tax planning strategies, and general tax knowledge. This session is designed to equip retirees with the tools and information they need to confidently navigate the ever-evolving tax landscape. With both having worked in tax planning since 2015, they bring expertise to the table, particularly in the areas of retirement and tax planning.
James Tarp holds an MBA and is an Enrolled Agent (EA), specializing in guiding individuals through complex tax scenarios and providing strategic planning advice. Passionate about creating holistic financial strategies, he specializes in seamlessly integrating tax and financial plans to help clients build their legacy.
Taylor Robson, also an EA and a Certified Financial Planner (CFP®), combines his extensive knowledge in personal finance with a focus on integrating tax strategies with broader retirement goals. Taylor takes pride in working closely with clients to develop comprehensive plans and is dedicated to ensuring they have a clear understanding of every aspect of their financial strategy.
Join us for the annual tax update discussion about all things of interest to seniors!
If you have preliminary questions for the speaker, please send to Program Coordinators Don Miner at dlminer655@gmail.com and Sandi Haase at sandi.haase@wisc.edu, by Monday, November 4
NOTE: This in-person seminar will be recorded and posted on the UWRA website.
Parking:
Click here for a printable map of Oakwood Community Grounds for Parking and Room location.
Food Pantry Contributions:
Checks payable to UW-Foundation, with "Open Seat" on the memo line may be mailed to UWRA, 21 North Park Street, Room 7205, Madison, WI 53715-1218.
Registration Deadline: Thursday, October 31
Registration:
Advance registration is required. You are encouraged to register online. To register by phone or email, call the Association office. If you or your guest registered for this seminar but cannot attend, please cancel your registration online, or email/call the UWRA office.
NOTE: The weblink and virtual call information will be included in the meeting reminders registrants receive.
UW-Madison Retirement Association
21 N Park St, Room 7205
Madison WI 53715-1218
608-262-0641
retireassn@mailplus.wisc.edu
