This workshop will is presented in ASL by Danny Lacey of Kramer Wealth Manager Advisors. We will discuss and review many of the major changes to tax law that go into effect in 2018 under the Tax Cuts and Jobs Act passed in 2017 and how it affects personal tax returns.
Who should attend?
- Individuals and couples wanting to learn more about the personal tax implications of wealth management
- Individuals and couples who are starting to think about and plan for their retirement
- Individuals and couples who are currently or thinking about developing a financial plan for the future.