Financial Planning for Generation X & Y Women
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Wi$eUp Teleconferences

Wednesday, February 28th, 2007
Tax Saving Strategies

Date: Wednesday, February 28th, 2007

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

It’s tax time! Are you prepared? Do you put off doing your taxes because it seems too difficult or too time consuming? Do you know what records to keep? Do you know what help is available? Do you know the difference between a tax credit and a tax deduction? Are you familiar with various ways to reduce your taxes? Listen to the following speakers talk about what’s new this year and how to be a smart taxpayer.

Audio and Transcripts

Call SectionMP3MS WordPDF
Opening Remarks
Speech 1 — Ron B. Hegt
Speech 2 — Carmen J. Aguiar
Speech 3 — Jeff A. Schnepper
Q & A
Closing Remarks

About the speakers

Ron B. Hegt, CPA, is a Partner of Hays & Company LLP, a New York City-based firm of Certified Public Accountants. Mr. Hegt specializes in tax planning and is an expert in domestic, state and local, expatriate, and gift and estate taxes. As a frequent contributor to USA Today, Mr. Hegt hosts an annual live column on tax planning. Mr. Hegt holds a bachelor’s degree in business administration from the State University of New York at Buffalo and an MBA in taxation from Baruch College.

Carmen J. Aguiar, CPA, CFP ® is president and CEO of The Aguiar Group, a CPA and consulting group in Bellevue, Washington. The firm provides tax and financial services to small businesses and families. Her extensive community service includes past service on boards and commissions including Federal Home Loan Bank of Seattle, SBA National Advisory Council and past chairman of the City of Bellevue Parks and Community Services Board. She was formerly with Ernst and Young in New York and Seattle. Ms. Aguiar graduated from Hunter College, City University of New York with a BS in accounting and honors in economics, and is the recipient of the Puget Sound Business Journal 40 Under 40 Award.

Jeff A. Schnepper runs a full-time accounting and legal practice in Cherry Hill, New Jersey and is Associate Economics Editor for USA Today. He is also the author of several books on finance and taxation and is Microsoft’s MSN MONEY tax expert. Mr. Schnepper is a former professor of taxation, accounting and finance at The American College in Bryn Mawr, PA. He received his J.D. from State University of New York at Buffalo Law School with a concentration in taxation and corporate law and his LL.M. from New York University with a concentration in taxation.