We all believe that we pay too much in taxes—and many believe that some don’t pay enough! Yet, calculating and controlling one’s taxes is a complete mystery for most people. This session is intended to demystify the taxes we all pay by explaining in detail how income taxes work, what other taxes we pay, and how to properly plan for and control your taxes. We will clear away some of the myths and misunderstandings about taxes and provide basic tips on how to reduce and manage your tax burden both early in your career and as you near and enter retirement.
Presenter: Steve Dimitriou, A.I.F, C.P.F.A.; Managing Partner, Mayflower Advisors
Steve Dimitriou is a co-founder and managing partner at Mayflower Advisors, with more than 30 years of experience in the retirement-plan industry. He has been named Retirement Plan Advisor of the Year by PlanSponsor Magazine, and is the former president of both the American Retirement Association and the National Association of Plan Advisors (NAPA), the largest retirement-plan advocacy group in the nation and the preeminent sponsor of professional development and continuing education in the industry. As such, he meets regularly with congressional members and various governmental agencies, and is a frequent speaker at industry conferences. Steve has earned the Accredited Investment Fiduciary (A.I.F.) and Certified Plan Fiduciary Advisor (C.P.F.A.) designations, and is a graduate of Colby College, where he earned an Honors B.A. in both physics and economics.
