Broker Check
29 May
Penny Lane Pub - Lunch & Learn - Tax Planning and Retirement (Old Saybrook)


Would you like to pay less in taxes next year? We can help!

Understanding the difference between Tax Preparation and Tax Planning is crucial.

Tax preparation involves gathering all necessary documents and filing your tax returns accurately and on time to ensure compliance. It focuses on the past year's financial activities.

On the other hand, tax planning aims to optimize your tax situation for future savings, where you have the biggest opportunities to increase your return. It's an ongoing process throughout the year, focusing on strategies like Roth IRA feasibility and staying updated on new tax laws, such as Connecticut's regulations for IRAs.

The new tax laws in Connecticut provide the opportunity for substantial tax savings. It is important to understand how these new tax laws work for you.

 Let’s make sure you are in the driver seat and IRS in the trunk.

Understanding these new tax laws is key to unlocking potential savings tailored just for you. Don't miss out—let Abbas guide you through the ins and outs to make the most of your tax situation.


Abbas Danesh AWMA® MCEP® EA
Investment Advisor Representative

Meet Abbas Danesh with over 25 years of experience, he has been instrumental in helping thousands of clients like you maximize their returns. And now, with the latest tax laws in Connecticut, there's a golden opportunity for substantial tax savings!

Since 2019, Abbas has served as Treasurer in the town of Waterford. He also writes a quarterly column on retirement planning for Niantic Neighbors magazine.

He is an Investment Advisor Representative of Sound Income Strategies, LLC, and a SEC Registered Investment Advisory Firm that specializes in more conservative, income-generating options for those in or near retirement.

Abbas is an Enrolled Agent, EA, the highest credential that the IRS awards. He also holds the following designations.

Accredited Wealth Management Advisor - AWMA® from College for Financial Planning.

Master Certified Estate Planner™ - MCEP® from the National Institute of Certified Estate Planners.

Some of Abbas’ areas of practice are:

*Create a tax-efficient retirement income withdrawal strategy. Help maximize Social Security, minimize Medicare surcharges, and generate extended portfolio longevity.

*Tax Strategies for High-Net-Worth clients.

*Estate Planning and helping clients capitalize on opportunities to preserve, grow and transfer their wealth.

He lives in the shoreline area with his wife of 37 years and three wonderful children.

Abbas’ co-published book, Create Your Own Pension, A practical game plan for income distribution, is available on Amazon.

Date and Time

Wed, May 29, 2024

11:30a - 12:30p EST


Penny Lane Pub

150 Main Street
Old Saybrook, CT 06475
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