More than 30 Years in
Business in San Diego
KOGO News Radio 600

December 2017 – Tax Planning Workshops

Want to lower your income taxes ?

Join us to learn strategies to help reduce your tax burden

December 2017 Workshop

Click to view the full event flyer PDF.

  • How much are you really paying? Check out your 2016 tax return (See Form 1040, line 63 on your Federal return; Form 540, line 64, on your CA return). Total both and divide by 12 – that’s what you paid, on average, each month last year ! Shocked? You are probably paying more than necessary. We might can help.
  • Are you facing capital gains taxes because you sold an appreciated asset?
  • Would you like to sell an appreciated asset (stocks or real estate) and want ideas to reduce or eliminate taxes?
  • Were you part of an IPO this year? Are you seeking strategies to help potentially reduce your Alternative Minimum Tax?
  • Do you feel you are paying too much in income taxes? (high as 55.7% in California’s top tax bracket)
  • Should you be considering alternative investments that may potentially lower.
  • There ARE Investment to help your dramatically reduce your taxes for THIS year.

Presented By: Aubrey Morrow
President, Financial Designs, Ltd.

All attendees will be provided our 30 page 2017 Tax Planning Guide!


Wednesday, December 13th, 2017 – Noon
Wednesday, December 13th, 2017 – 6:30pm
Saturday, December 16th, 2017 – 10:00am


The Financial Advisors
5075 Shoreham Place, Suite 200
San Diego, CA 92122


To RSVP please call (858) 597-1980 or use the form below:




Guest Name

Number of Guests

Full Address

Date you would like to attend


Can’t make the workshops?

Call us to schedule a complimentary review of your most recent tax return – and discussion on potential ideas, strategies and investments which may help reduce your tax burden for years to come. 

Are you an Accredited Investor? To find out, fill out the accredited investor form at above link.