We'll 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.
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 the estate and gift tax changes create an opportunity for some to transfer additional wealth to the next generation
Our workshop leader is Anna Marie Kijanka of New York Life Insturance Company. She is a Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
Join us at the Welcome Center at 1100 East Carson Street for this powerhouse breakfast session. Reservations are free for chamber members and include a brown bag snack and workshop materials. Non-members are welcome and an $18 donation to the Welcome Center is appreciated.
We'll supply the brown bag breakfast snack and coffee at this one hour workshop. Seats are very limited.