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February 20, 2015
 

Community Bank & Trust to offer Tax Planning Workshop

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Community Bank and Trust will host a Tax Planning Workshops at the Ashland City branch at 575 South Main Street, Ashland City, on February 26 from 8 a.m. to 5 p.m.

CPAs Valerie Kemp Dreier and Frank Luppe, will be joined by Luke Aull, CFP, for the workshop.

The workshop will allow individuals to sit down with a local CPA and get answers to your specific income tax questions, receive a “free-Look” over prior or current year taxes and allow you to get your 2014 tax return prepared by a CPA before April 15, 2015, at a promotional price.

A Certified Financial Planner (CFP) will also be on hand to help you organize your 2014 brokerage statements to make sure your records are complete. Only 15 spots are available. Workshop should last no longer than 40 minutes per participant. Please RSVP by calling April Binkley @ 615-391-2983

You should always discuss any tax or legal matters with the appropriate professional. Note: The opinions and/or services of Clint Finch are independent of Raymond James Financial Services and Community Bank & Trust.

Investments offered through Raymond James Investment Services are not a deposit, are not guaranteed or endorsed by Community Bank & Trust and are not insured by the FDIC. Purchase of non-deposit products involves risk, including possible loss of principal.

Please RSVP by calling April Binkley @ 615-391-2983.



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