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Tax & Insurance Seminar in Philadelphia
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7 February 2018
USA

TANA (Telugu Association of North America), conducted a Free Seminar on 'Tax Filings/Tax Savings & Insurance Planning' on Sunday January 28th in Chester Springs, Pennsylvania.

With the start of new Tax season, TANA conducted Free Tax Seminar to provide information on new tax bill and Tax Filing and Tax Savings. The event started with welcome note by TANA Mid-Atlantic Regional Coordinator Mr. Nagaraju Nalajula. Later TANA Treasurer Mr. Ravi Potluri briefed the various service activities initiated by TANA.

Mr. Manish Jani - ABC Accounting & Tax services gave a lengthy presentation on various Tax related topics – New Tax Brackets, Tax Returns Filing & Tax Saving Tips, Personal and Business Taxation, Itemized Taxes, 401k, IRA Accounts, Flexible Spending Account, Health Saving Account, Child Care Expenses etc.

Q & A session followed and attendees asked several questions related to Tax Filing and savings on Taxes.

Apart from Tax topics, a lengthy session pertaining to various topics in 'Financial Planning, Money Saving and Investment Ideas also was covered in this Seminar by Mrs. Lakhsmi Moparthi – New York Life Insurance, who spoke at length regarding various financial topics - Financial Planning and Money Saving Goals, Children Education and Estate Planning (Writing Wills and Trusts), Insurance (Health, Life and Disability), Retirement Planning.

Q & A session followed and attendees asked several questions related to various topics on 'Financial Planning'.

TANA Board of Director Mr. Harish Koya and committee chair Mr. Venu Sangani felicitated Mr. Manish Jani and Mrs Lakshmi Moparthi for their support time to the event. Young and talented Aparna Vagvala anchored the event. TANA Foundation Trustee Mr. Ravi Mandalapu proposed vote of thanks. Also, the following TANA Philadelphia team – Sai Jarugula, Sunil Koganti, Gopi Vagvala, Rama Muddana, Phani, Chalam, Aditya, Vamsi, Sudhakar etc were part of the event. Several Prominent People like Mr.Ravi Mayreddy (Philadelphia Telangana Association), Mr. Sambaiah Kotapati (TAGDV Vice President),Mr. Suresh Reddy (TATA), Mr. Sreedhar Gudala (VTA) etc attended the event. Even though this event was planned and organized in less time, several people enthusiastically participated in the event and appreciated TANA for this initiative.

 


 
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