Loading Events

« All Events

  • This event has passed.

December 1, 2017- FFN@N (Year End Tax Planning Strategies)

December 1, 2017 @ 12:00 pm - 1:00 pm

This month’s First Friday Networking at Noon event featured a talk on year-end tax and gift planning for individuals and businesses. Lisa Nason, CPA educated us on some strategies and options to consider before the end of the year. We do not endorse any specific firm or individual.


Any tax advice contained in the body of this material was not intended or written to be used, and cannot be used, by the recipient for the purpose of promoting, marketing, or recommending to another party any transaction or matter addressed herein. The preceding information is intended as a general discussion of the subject addressed and is not intended as a formal tax opinion. The recipient should not rely on any information contained herein without performing his or her own research verifying the conclusions reached. The conclusions reached should not be relied upon without an independent, professional analysis of the facts and law applicable to the situation.


Year End Tax Planning for Individuals

[gview file=”https://investedwithyou.com/wp-content/uploads/2017/11/NA-2017-Individual-Tax-Planning-Letter-1.pdf”]

Lisa Nason, CPA Bio

Lisa Nason is the Managing Shareholder in Nason Accounting, LLC. She specializes in tax compliance and tax consulting services primarily to small and mid-sized businesses, as well as individuals, including professional athletes and those with international issues.   She can also provide assistance with tax audits, income, sales & use, and property tax returns.

Lisa grew up in Simpsonville, attending Mauldin High School, and later Clemson University.  She graduated from Clemson University with a Bachelors degree in Management and a Masters degree in Accounting, specializing in taxation.  She started her public accounting career with KPMG working there for nine years before moving over to Deloitte & Touche.  Upon leaving Deloitte in 2003, Lisa spent a few years in industry as the Tax Director for NewSouth Communications, which later became NuVox Communications.  But in 2006 she returned to her first love, public accounting, and opened her own firm, Nason Accounting, LLC.

On a personal note, Lisa is President of the Tajh Boyd Foundation Board of Directors, a diehard Clemson fan, loves to travel and scrapbook, and especially spending time with her family.

Share, Email, or Print This:


December 1, 2017
12:00 pm - 1:00 pm
Event Categories:
Event Tags:
, , ,


Amanda Blake


Intelligent Investing Office
33 Market Point Drive
Greenville, SC 29607 United States
+ Google Map
Intelligent Investing embellished menu icon