Tax Reform - All Over But the Crying
William R. Fleming, J.D., CFP®, AEP
(this presentation has been accepted for 2 CT Insurance and 2 CFP credits)
The most sweeping tax changes in decades have passed. Now the only problem is interpreting the late night drafting mess. The session will highlight individual changes with some speculation about areas prime for IRS "guidance".
Learning Objectives: Participants will come away with a clearer understanding of the tax outlook for 2018, the downside risks and upside potential both in Connecticut, the United States and internationally. The session will address the planning considerations important for both personal and business clients.
Level of Complexity: Intermediate
IMPORTANT NOTE: This program was previously presented to the FPA CT Valley Chapter on 1/31/18. If you attended that program and have not since entered into a new CE reporting period, please be aware that you are not eligible to receive continuing education credits for this program.
Attendees are welcome to play a round of golf following the educational program.
For more information regarding the program, registration and option to play golf, click on the "more event details" link below.