Noyes Capital is available to make presentations on several topics of current interest to the local business and investor community. These seminars are applicable to individuals, accountants and attorneys as well as trustee and investment committee members. Topics include:
Tax Strategies for Charitable Giving
Charitable Giving is becoming an increasingly important of our client’s lives. As such, it makes sense to accomplish those goals as tax-efficiently as possible. Whether your interests are in annual gifting or leaving a bequest or inheritance, this seminar is for you.
Current Investment Outlook
Scott Noyes is available to make group presentations or comment to the media with his outlook and advice on the stock and bond markets. With 26 years of industry experience, he offers a unique perspective best suited for long term investors.
College Financial Planning for High Income Families
Many families believe that they make too much money to qualify for financial aid. But, they may still need to borrow money or rearrange their investments in a tax efficient manner to pay for the education their family deserves. There are tax and gifting strategies that can be used to significantly cut the cost of college education and may be better than 529 Plans. Also, if you have two children in college at the same time or are supporting other family members you may be able to get some financial aid. The purpose of this seminar is to look at strategies “outside of the box” for funding and paying for college.
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