Events


Investment and Tax Update (Milwaukee)

Date: February 6, 2019
Time: 5:30PM - 7:00PM CST
Location:
  • Westmoor Country Club
  • 400 South Moorland Road
  • Brookfield, WI 53005, USA
REGISTER FOR THIS EVENT

Event Details:

2019 Market Outlook and Tax Reform Implications for Individuals

 

Join SVA Plumb Financial and SVA Certified Public Accountants for our annual Investment and Tax Update as we share a summary of 2018 market performance and the outlook for the year ahead. With the recent tax reform, we will share tax-planning tips and financial strategies to help you maximize the benefits, or minimize the drawbacks of this year’s legislation.

Learn more about:

  • Investment Update
    • Market review and outlook
    • Should investors be concerned about inflation and interest rates?
    • How might “trade wars” impact the financial markets?
  • Tax Reform – The Foundation
    • Individual tax rates and credits
    • Standard deduction and personal exemptions
    • Estate and gift tax exemption
  • Financial Strategies – Looking Ahead
    • New era of charitable giving
    • Strategies with financial impact

 

Presented by:

Godsell
           Jelacic NEW          Glomski NEW

Randy Godsell, CPA, CFA, CFP®
Principal
SVA Plumb Financial
          

Peter Jelacic, CFP®              
Principal     
SVA Plumb Financial
         Dan Glomski, CPA, ABV, CVA, MST
Principal
SVA Certified Public Accountants

 

SCHEDULE

  • 5:30pm - 6:00pm | Registration and Networking
  • 6:00pm - 7:00pm | Presentation and Q&A

COST

Complimentary


Seating is limited for this event, please RSVP by January 23, 2019.