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February 2015 Chapter Meeting PDF Print E-mail

Tax Strategies for Today’s Changing Times"

Discussed by: Ken Martin, CPA and Tax Partner, Stancil & Company

Saturday, February 14th at 10:00.  $5 at the door for everyone.  No advanced reservations.

With little long-term certainty, wise tax planning is very challenging. One of our most popular speakers, Ken Martin, will discuss ideas and options to help you choose wise tax strategies and to understand how the various tax proposals really impact you. Martin will discuss strategies for managing investments, including the new net investment income tax, and for managing retirement accounts, including potential Roth conversions



Attend This Meeting and Learn...

  1. The potential impact of the Affordable Care Act to you and your children

  2. How to maximize the benefits of tax deductions

  3. About the impact of major North Carolina tax reforms effective for 2014

About Ken Martin

Ken Martin is the tax partner at Stancil & Company. As such, he is responsible for the tax planning and compliance services provided by the firm. He has been with Stancil & Company since 1989, after working in banking for five years prior to that. Martin and his staff enjoy providing strategic thinking to clients that enables them to make wise planning decisions. Martin works hard to stay up-to-date on the latest tax developments and strategies not only to ensure that Stancil & Company prepares tax returns compliant with tax laws, but also so the firm can assist clients in making strategic decisions to minimize taxes. Martin is a member of the American Institute of CPAs and the North Carolina Association of CPAs. He is a member of the tax professional education committee and the taxation committee with the North Carolina Association of CPAs.

Last Updated on Saturday, 17 January 2015 11:47
Kirk of Kildare PDF Print E-mail
Kirk of Kildaire

Kirk of Kildaire Church, 200 High Meadow Dr Cary NC 27511
-- off Kildaire Farm Rd between Cary Parkway & Maynard Rd.

Monthly Meeting -2nd Saturday 10:00 AM - Kirk of Kildaire - $5 per person for everyone

Income Investing Group - 1st Saturday 9:30 AM - Panera Bread - No charge

Portfolio Management Group - 3nd Saturday 9:30 AM - Panera Bread - No charge

Options Group - 4th Saturday 9:30 AM - Panera Bread - No Charge

Best check this web site for any late-breaking changes or responses to weather events. Better still: join our email notify to which we send meeting reminders and any last minute changes on schedule or location (occasionally the room is pre-empted by the church).

Kirk of Kildaire
, 200 High Meadow Dr, http://www.kirkofkildaire.org/gen/whereiskirk.htm, a westward turn off Kildaire Farm Road, on the stretch between SE Maynard Road north of High Meadow Dr and SE Cary Parkway south of it. Choosing a route depends on your knowledge of the layout of Cary. For those coming from US 1, the simplest route is via SE Cary Parkway. For a map: http://maps.google.com/ and search for 200 High Meadow Dr Cary NC.

Panera Bread, 7840 Alexander Promenade Place, across from Brier Creek Mall in West Raleigh, http://www.urbanspoon.com/r/25/1422214/restaurant/Brier-Creek/Panera-Bread-Raleigh.  (From I-540, exit at US 70 West (toward Durham).  Get in the far right lane.  At the traffic light, Brier Creek Parkway, turn right.  Go about 50 yards and turn right into the shopping center. Turn left before very first set of stores, go to the end.  Panera Bread is on the right at the end of the bay of stores.)

Last Updated on Sunday, 07 December 2014 08:24
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