Seminars

Upcoming Seminars

This year we will be fully utilizing our new state of the art classroom by hosting a series of seminars that will empower our clients with knowledge on subjects that impact each of our lives. During this last tax season we surveyed our clients on the topics they were most interested in. Sign up for as many seminars as you like. Remember there is no charge at this time for any of our seminars (unless otherwise noted).

• View Upcoming Seminars

Seminar Topics

A few of the topics we will be covering are:

• What Should I do with my Adjustable Rate Mortgage?
• The 5 Factors of Credit Scoring
• Basic Concepts of Money Management Investment Basics
• How to Assess Life Insurance Needs
• The Importance of Updating Insurance Policies and Beneficiaries
• Are My Affairs in Order if Something Happens to Me?
• Small Business Bookkeeping and Tax Reporting (Fee)

For more information please call our office at 831.392.0584 x113 or send an email to taxpro@baytaxservice.com.