Join Kathryn Mandel and Jacquelyn Tracy, Certified Public Accountants and Partners of Mandel & Tracy, LLC, Lisa Griffith, Professional Organizer and Owner of The Organized Way, and Financial Advisors Joan Khattab and Elizabeth Welshman of The Khattab-Welshman Group at Merrill Lynch Wealth Management, for an informative, free workshop on getting organized for tax season. Find out:
~ What paperwork you need, what to save/not to save, what's new for the 2011 tax year.
~ How to set up an organized system for your tax-related papers.
Find out what's happening in Bristol-Warrenfor free with the latest updates from Patch.
~ Cost Basis: what it is, why it's important, how to find it.
There is no charge for this workshop, however space is limited to 25 people. Please call or email to reserve your spot today:
Find out what's happening in Bristol-Warrenfor free with the latest updates from Patch.
Email: elizabeth.welshman@ml.com
Phone: 401-243-1317
Monday, January 30th
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