Finance Management Series: Session 1 TAXES

6:30 PM - 8:00 PM
Upper Merion Township Library
Henderson Room

Event Details

Seminar Co-sponsored by UFinancial Group

Presented by: Presented by: Edmund Dracup, MSFS, CLU®, ChFC®, CFP®, REBC®, RICP, CLTC

The Tax Cuts and Jobs Act of 2017 – Impacts and Opportunities

The Tax Cuts and Jobs Act fundamentally changes the individual and business tax landscape and affects nearly every business and individual in the country.

This educational seminar will delve beyond the headlines to discuss this sweeping tax reform: what has changed and what has stayed the same. This seminar will cover tax changes for individuals, businesses, estate and gift tax as well as provide insight as to the opportunities created by the recent tax reform. Many of the tax planning techniques offered by your tax planner may now be obsolete or in need of revision.

After attending this event, you will be more aware of:

Changes to the Individual Income tax system

The temporary changes to the Estate and Gift Tax System

Tax reductions potentially available to business owners

Strategies to leverage tax savings to protect your families, maximize your retirement, transfer wealth, and add value to your business

Don’t miss this opportunity.


Event Type(s): Adult

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