Strategies to Optimize 2022 Taxes

Join us for Tocqueville First Wednesday on December 7. We will be meeting at United Way’s Office to learn about optimizing your 2022 taxes, and because tax talk goes down smoother with an open bar, this event will be held over happy hour from 4:30 p.m. - 6:00 p.m.You'll hear from Troy Farmer, FORVIS Regional Wealth Strategist, and other FORVIS professionals for an informative session on year-end tax planning, including charitable giving, as well as additional estate planning considerations and updates.

ABOUT TROY
As the Director of Transaction Services at FORVIS, Troy provides 25 years worth of wealth transfer consulting and planning services to individuals and families, focusing on building and preserving family legacies through a multigenerational objective. Troy is a magna cum laude graduate of Ball State University, Muncie, Indiana, with a B.S. degree in accounting. He is also a magna cum laude graduate of Maurer School of Law at Indiana University, Bloomington, with a J.D. degree, where he served as Executive Notes & Comments Editor of Indiana Law Journal.

To get connected to this event or learn more about Tocqueville Society, contact Claire Smillie at Claire.Smillie@uwci.org