Susan von Seggern

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Amazon Best-Selling Author, Tax Attorney and CFP® Rebecca Walser Presents Tax Reform & ‘Tax Traps’ Talks in California in February

02/05/2018 by Susan von Seggern

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Los Angeles, CA – With the new tax reform bill, millions of boomers getting ready to retire, and a tremendous retirement savings gap, Rebecca Walser’s book Wealth Unbroken: Growing Wealth Uninterrupted by Market Crashes, Taxes, and even Death (Atlantic), out in paperback earlier this month, is extremely timely.

The Kindle version of the book came out a few weeks ago and was #1 in the Kindle eBooks/Nonfiction category! It was also #1 in Personal Finance/Budgeting & Money Management, Personal Finance/Retirement Planning, Taxation/Personal, Business & Money/Business Life/Motivation & Self-Improvement, and Business & Money/Women & Business (see graphics below).

Walser will be hosting three talks in California in February where she will discuss the recent tax reform, the loss of some deductions for Californians, what the “IRA Tax Trap” is and how to leverage tax law changes for one’s benefit.

The talk will include info on: the ugly side of paying taxes in retirement; why large tax increases are coming even with the recent tax reform bill; and how to take back control of your wealth.

The California events are as follows:

 

City Date/Time Location
San Francisco February 19, 6:30pm Fairmont San Francisco Hotel
Los Angeles February 21, 6:30pm Beverly Wilshire Hotel (Beverly Hills)
San Diego February 23, 6:30pm US Grant Hotel

 

The events are free to those who RSVP at 866-929-3258 or at http://taxtour2018.com/.

Rebecca Walser truly brings a wealth of understanding to the personal finance book space. Leveraging her background as a tax attorney, a Certified Financial Planner® and an experienced wealth strategist, Rebecca Walser is uniquely qualified to assess, structure and implement the best income maximization, wealth maximization, tax mitigation/minimization and optimal legacy strategies for her clients. Now, she has expanded the reach of her unique message through the release of her first book, Wealth Unbroken: Growing Wealth Uninterrupted by Market Crashes, Taxes, and even Death.

Rebecca earned her bachelor’s degree, summa cum laude, in finance, and her Juris Doctor degree, cum laude, from the University of Florida, and her advanced law degree in taxation from New York University. Prior to law, she worked in finance for years with PricewaterhouseCoopers LLP and the global networking division of IBM, acquired by AT&T.

She continues to practice law in the areas of federal taxation, wealth preservation, trusts and legacy planning, business succession and estate planning, and asset management and protection, while also serving her clients financial needs as a Certified Financial Planner®.

Rebecca spearheads a national practice with clients across the country and enjoys working with high income professionals, business owners, retirees and pre-retirees, and high net worth families, to implement advanced financial planning and wealth management strategies that maximize income and legacy distribution while minimizing taxes and managing risk. With over twenty years of financial and legal experience combined, Rebecca capitalizes on her distinctive skillset and years of knowledge to the best advantage of her clients.

Rebecca can be heard coast-to-coast on iHeart radio and seen on the nationally syndicated “Daytime” morning television show weekly, and she has also been featured in numerous media outlets nationwide including the Wall Street Journal, CNBC, US News & World Report, Fox Business, Bloomberg Business, New York Post, New York Daily News, Yahoo Finance, ABC News, NBC News, CBS News, FOX News, CW, Miami Herald, Boston Globe, LA Daily News, International Business Times, Investing Daily, and the Street Insider.

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