Roth IRA

Are you overlooking two potential tax breaks? Join us for a brief but enlightening seminar covering the benefits of two key tax strategies.

October 01, 2009 04:00 PM

GBQ Training Room
230 West Street, 7th Floor
Columbus, OH 43215

Is 2010 the time to convert to a Roth IRA?
A unique opportunity that should not be overlooked

Do Ohio's Non Residency rules apply to you?
State income tax - How to apply for non residency in Ohio

Speakers
Jon Eesley
Bernstein Global Wealth Management
Vice President - Financial Advisor

Mark B. LaPlace, CPA
GBQ Partners LLC
Director of Tax Services

Thomas M. Zaino, JD
McDonald Hopkins LLC
Columbus Managing Partner
Chair, Multistate Practice Group

Seminar: 4:00 - 5:00 p.m.
Reception: 5:00 - 7:00 p.m.

Christina Evans, Marketing Specialist
cevans@gbq.com
614-947-5235

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