Tax reform: Key considerations for individuals and business owners

You have heard the details of the key provisions of the Tax Cuts and Jobs Act. Now it is time to determine how to plan to ensure you don’t miss an opportunity under these new sets of rules.

Join us to learn what you can expect and the potential planning opportunities for high net worth individuals and business owners.

Our presenters will discuss how the legislation will affect your tax and financial planning strategies in the following critical areas:

• Federal and state income tax
• Business ownership
• Estate and wealth transfer

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