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Practice Development: Saving Now, Saving Later: Tax and Retirement Tips for Your Private Practice

  • Saturday, November 14, 2015
  • 10:00 AM - 12:00 PM
  • 430 Walnut Street, Newtonville, MA
  • 2

Registration

  • This rate is exclusively for members
  • This rate is for non-members

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 Please join us for an informative presentation about saving money on your taxes now and saving up for retirement later. Learn simple strategies that will let you practice more efficiently and effectively.

with

John Schachter EA,Tax, Accounting and Bookeeping Expert

and Johanna Schulman, Certified Financial Planner

In an entertaining and accessible fashion, John will  set forth key business, accounting and tax concepts independent practitioners should keep in mind. He will share practical, money-saving tips about income, deductions and tax breaks.

Johanna will present her popular "Financial Bootcamp" which will cover investment basics including risk and reward, mutual funds 101, and whether a Roth IRA or SEP is right for you. You will leave a more informed, empowered and confident consumer of financial advice!

Johanna Schulman is a Certified Financial Planner with Ameriprise Financial, helping individuals, couples and families make informed decisions about their personal finances. Her specialty is in retirement planning. She offers a wide range of investment, annuity and insurance products, including socially responsible mutual funds. Her office is in North Cambridge.

 

John Schachter is an Enrolled Agent and a Tax, Accounting and Bookeeping expert at John Schachter & Associates, Inc. where he helps small business owners, including many mental health practitioners pay less tax, save more money, and stay out of trouble with the government. His practice is headquartered on Newbury Street in Boston and includes a staff of ten.


Northeastern Society for Group Psychotherapy
P.O.Box 356 | Belmont, MA 02478
groups@nsgp.com

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