2019 Tax Changes & Their Impact on Financial Planning

2019 Tax Changes & Their Impact on Financial Planning

2019 Tax Changes & Their Impact on Financial Planning

Presenter

Kenneth Schneider, Managing Director–Investments, PIM Portfolio Mgr, Schneider Wealth Management Group of Wells Fargo Advisors

Overview

Do you want a better understanding of the aspects of your own and your clients' investments to develop better strategies? Then this presentation is for you! This program reviews new tax laws, including tax rates and brackets, deductions and exemptions, IRAs and 529 plans, estate and generation-skipping taxes, and tax changes for businesses. We'll also discuss planning considerations, such as alternatives for charitable giving, accelerating/deferring income, creating a tax-efficient portfolio, and gift and estate planning. Additionally, we'll consider how these topics relate to comprehensive estate planning.

3.0 CPD Credits

Registration

Registration is open through 04/24.

Member Price

$75

Nonmember Price

$85

  • Retired, Part-time, Unemployed and Leave-of-Absence Members save an additional $5

Friday, April 24

8:00am to 11:00am (Check-In 7:30am)

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Crowne Plaza Milwaukee West

10499 W Innovation Dr
Wauwatosa, WI 53226

Map and Directions

Course Materials

Note: An electronic copy of course materials is included for all registrants and can be accessed via the My WICPA section 7 days prior to the course date.