Events Retirement and Investment Planning in Today’s Legislative Environment

12.11.19 8:00am - 10:30am
Chicago Yacht Club - Monroe Harbor - Commodore Room
400 E. Monroe St.
Chicago, IL 60603

Contact
Carlo Calma
Marketing & Business Development Manager
312.670.6276
ccalma@orba.com

read more

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 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.

Agenda

8:00-8:30 a.m.

Registration, Networking and Breakfast

8:30-10:00 a.m.

Presentation by Frank Washelesky, David Bowman and James Petitpren

10:00-10:30 a.m.

Questions & Answers

 

REGISTER NOW

News & Events

view all

Forward ThinkingEvents

view all

Firms News

09.30.19

ORBA Human Resources Director Sarah Wonnell Appointed Board Chair of Windy City Performing Arts
Ostrow Reisin Berk & Abrams, Ltd. (ORBA), one of Chicago’s largest public accounting firms, is proud to announce that Human Resources Director Sarah Wonnell has been appointed as the new board chair of Windy City Performing Arts (WCPA) for a one-year term. Windy City Performing Arts is a not-for-profit organization that sings to inspire change, celebrate diversity and honor the dignity of the LGBTQ+ community.

view all

Media Mentions

05.14.19

BenefitsLink

Guides

ORBA will gladly provide you with hard copies of the useful guides listed below. Select which guides you would like to receive and submit the form below.

  • Tax Pocket Guide
  • Tax Planning Guide
  • Records Retention Schedule
  • Auto, Travel & Business Log

request guide

Close
Forward Thinking
Forward Thinking