Optimize Your Approach to Taxes: Strategies to Help Make Your Portfolio Tax Efficient with Michael Alimo

Program Type:

Business & Finance

Age Group:

Adults
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Event Details

When people hear the word “taxes” their minds often automatically think of the stress and potential expense that comes along with paying Uncle Sam. Ever-changing tax codes and a lack of knowledge about taxes can make the whole experience one to dread. 

Join Michael Alimo as he offers a view of tax season as a potential advantage. Learn how to ensure your portfolio is tax efficient and ways to begin seeking attractive growth opportunities throughout the year. Learn key (and sometimes under-utilized) tax strategies to help you get more out of your money.

About USA Financial and Tax Services

USA Financial and Tax Services was built on a simple belief: retirement planning works best when your team works together. They are a family-run firm offering a personal, boutique experience that coordinates every aspect of retirement under one roof.

President and owner, Michael Alimo, started on Wall Street, spent years at large financial firms, and saw one major problem: most retirees were getting fragmented advice. From this he created the "Full Circle Approach" that connects financial planning, tax strategy, Social Security guidance, and estate planning, so you don’t have to piece it together on your own. 

About Michael Alimo

Michael Alimo has been in the financial industry since 1984, and he founded USA Financial and Tax Services in 2000. He and members of his firm partner with CPAs and estate planning attorneys to provide a full overview of everything needed in a retirement plan.  Michael studied finance and accounting at the New York Institute of Technology, and he has passed the Series 7 and 65 securities exams. 

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