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Webinar: Year-End Tax and Investment Planning after Tax Reform

Planning for Individuals, Families & Businesses

Subject experts will deliver short presentations on the latest tax issues and planning opportunities that will impact individuals, families, and businesses.

Course Objective: To discuss the latest updates to tax laws impacting individuals, families, and businesses

Learning Outcomes: Participants will be able to:

  • Discuss the latest economic situation and how that can impact investors
  • Identify the latest tax laws impacting individuals, families, and businesses
  • Identify and discuss year-end tax planning tips that mitigate tax liabilities
  • Apply tax planning tips to their own situation and those of their clients

Monday, November 19, 2018

PART I: INDIVIDUALS & FAMILIES (1:00-2:00pm EST)

Speakers:

  • Marie Arrigo, Partner, EisnerAmper LLP
  • Stephanie Hines, Partner, EisnerAmper LLP
  • Marc Scudillo, Managing Officer, EisnerAmper Wealth Management and Corporate Benefits LLC
  • Barbara Taibi, Partner, EisnerAmper LLP

1.0 CPE credit in Taxes

Click here to register for Part I.

 

PART II: BUSINESSES (2:30-3:30pm EST)

Speakers:

  • Carolyn Dolci, Partner, EisnerAmper LLP
  • William Gentilesco, Director, EisnerAmper LLP
  • Grace Jeon, Senior Manager, EisnerAmper LLP

1.0 CPE credit in Taxes

Click here to register for Part II.