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Wi$eUp Teleconferences

Friday, April 29th, 2005
Wi$e Up About Taxes — Plan Ahead

Date: Friday, April 29th, 2005

Time: 2:00 PM to 3:00 PM Eastern Time

Now that youíve completed your tax return for 2004, itís time to plan ahead for 2005.
  • Do you have a tax strategy?
  • Are you taking full advantage of any tax breaks you are entitled to?
  • Participating in any tax-deferred retirement savings plan your employer offers?
  • Are you aware of some of the common mistakes people make on their tax returns?

Audio and Transcripts

Call SectionMP3MS WordPDF
Opening Remarks
(3:55)
Speech 1 — Marc Minker
(25:24)
Speech 2 — Gavin Chafin
(13:59)
Q & A
(9:57)
Closing Remarks
(1:53)

About the speakers

Marc Minker, a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS), is a partner with Mahoney Cohen & Company, where he leads the firmís individual services group, specializing in Personal Tax and Financial Planning, Family Office Services, and Closely Held Business Owner Services. Prior to joining Mahoney Cohen, Marc was a partner with the international accounting and consulting firm of Ernst & Young. He has experience in individual tax, family wealth transfer, investments, estate and retirement planning, and charitable giving. Marc has written articles for the New York Journal of Taxation and Boardroom Reports, has been quoted by USA Today and Dow Jones, has authored articles for publication in professional journals, and has appeared on Bloomberg Personal Finance, CNN, and CNBC.

Gavin Chafin, a Revenue Agent (Pension Specialist) with the Internal Revenue Service in the Tax Exempt and Government Entities (TEGE) Division, has been with TEGE since August 2000 and was previously a tax auditor with the Service since 1991. His job includes auditing pension plans to check for compliance with Sec. 401(a) of the Internal Revenue Code. He gives presentations as part of the Serviceís commitment to Customer Education and Outreach.