Small Business Group

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Small Business Group (SBG) (

Join Us at the Small Business Group for Your Financial Year End Check-Up

with Rosario D. Mercedes-Maldonado, CPA

November 12th, 11:30AM

5 Seasons Brewing, Sandy Springs, GA

Come be part of the Small Business Group on Thursday, November 12th at 11:30AM at the 5 Seasons Brewing ( at the Prado located at 5600 Roswell Rd ( in Sandy Springs where where Rosario D. Mercedes-Maldonado, CPA of the Galanti & Company, P.C. will be sharing with us all about your Financial Year End Check-Up. The meeting is hosted by Karen Bershad.

Rosario will be talking all about...

• Brief overview of importance of tax planning (year-round activity, avoids underpayment penalties, multi-year analysis)

• Items to consider as real estate investors

• Type of entity

• Have you maximized expenses

• Repairs versus upgrades

• Maximize depreciation via components (cost segregation)

• Accelerate certain expenses

• Definition of Real Estate Professional (doesn't limit losses)

• Grouping real estate activities (aggregation)

• Tax free exchange Section 1031

• Empowerment Zone Tax Credits

• Items to consider for personal returns

• Tax Rate Schedules

• Capital gains and Losses (different rates)

• Harvest capital losses to offset gains

• Medicare surtax

• Retirement Plan Limits

• Donate appreciated securities

• And much, much, more...

See you at the meeting!