You are invited to attend Tax Cuts and Jobs Act Overview, a complimentary, informational workshop, designed specifically to discuss how the tax law changes may allow individuals and business owners to save income taxes and how the estate and gift tax changes may provide you with a window of opportunity for additional planning to maximize the assets you pass to your heirs.
You will learn:
* How the new income tax brackets and changes to deductions could impact individuals
* How the tax law changes are likely to impact business owners
* How to have a conversation with your tax advisor about these changes
* How estate and gift tax changes create opportunity for some to transfer additional wealth to the next generation
Guest Speaker, Melissa Winn CVP J.D. LL.M Advanced Planning Consultant