Recent tax reforms have created key strategies you should consider that not only further reduces your tax burden, but also can enhance your investment income.
Join ORBA’s Frank Washelesky and David Bowman, and ORBA Wealth Advisors’ James Petitpren, for a free educational breakfast seminar on how you can coordinate year-end tax planning with long-term tax and investment strategies. Discussion topics include:
- Retirement planning strategies to consider under the new tax law;
- Retirement planning changes under the pending SECURE Act;
- Year-end tax planning under the new tax law;
- Tax-aware investment strategies; and
- 2020 Outlook.
Seats are limited; please register by Monday, Dec. 9.
Registration, Networking and Breakfast
Questions & Answers