N.E.W. Luncheon

Description

NEW Luncheon are geared towards women in business. This is a great opportunity to network with decision makers in the region!

This months guest speaker Lisa Boucher from CMJ, LLP, will be presenting Let’s Get Ready for Year-End Tax Planning

December is traditionally a very busy time for women.  Thanksgiving is a fond memory and the holiday season is rapidly approaching. Balancing the needs of work, family and our finances is quite a juggling act.  Often we put off managing our year-end finances until after the holidays, which can cost us a lot of money if we don’t act before December 31^st.

The focus of this presentation will be on helping you get organized for filing your 2013 taxes.  We will also look at some important steps and strategies to help you prepare for the upcoming 2014 tax year. 

Lisa Boucher, MBA, SPHR, CEBS will cover:

• Getting organized for easier tax preparation, tax filing and/or meeting with your tax advisor.
• Re-visiting your Retirement goals to ensure maximum contribution for the best ROI.
• What you can and can’t deduct on your return and how to know the difference.
• Did you spend all the money in your HSA or FSA account yet?  Deadlines not to miss!
• What does the new Affordable HealthCare Act [Obamacare] mean to you?  For one thing your Medicare tax rate may go up in 2014.
• Why it’s important to file 1099’s for your independent contractors.

1. Turkey, Cranberry and Cheddar Cheese Sandwich on a Focaccia Roll with a side of Pasta Salad
2. *Roasted Pork with Mashed Potatoes (Can be served with rice as a Gluten option)
3. Chicken Parmesan with Spaghetti
4. Crab Cakes with Rice
5. *Chef Salad with Balsamic Vinaigrette Dressing
6. Vegetarian Lasagna