Please join U.S. Bank Private Wealth Management for breakfast and an informative workshop that will help you understand the implications of the new tax laws and how you will be most successful in 2018 and beyond.
There are a lot of changes that impact business owners, individuals, estate planning and real estate. We will navigate through the changes and discuss how it might impact you both positive and negative. Be prepared to participate in this interactive workshop and walk away with detailed information about the tax-law overhaul.
Cindy Luckman, Senior Vice President of US Bank Private Wealth Management
Presenters and Topics
1. New Tax Laws and Their Impact on Estate Planning
Phil Janney, Attorney, Landerholm
2. How Changes Affect Your Business and Individual Taxes
Aaron Dawson, CPA, Opsahl Dawson
3. Impact of the Tax Reform
Darren Gaspary, Wealth Planner, US Bank Private Wealth Management
There will be time for Q&A.