Tax Cuts and Jobs Act: Personal tax strategies | Fond du Lac

Sep 18 2018

Holiday Inn Fond du Lac, 625 W Rolling Meadows Drive, Fond du Lac
8:00 AM to 9:30 AM

The tax reform law brought the most significant change to the tax code in many years and contains a number of notable changes regarding personal taxes. Join us for a broad overview of the key provisions and how they impact individuals, including strategies to minimize your tax liability.

Following the tax update, Dave Isaacson, chief investment officer with Schenck Investment Solutions, will share how tax legislation might influence economic conditions. His presentation will dive into the investment impact of tax reform and other hot topics in the investment arena.

Learn more about:

  • Changes to tax rates and brackets, deductions, and estate taxes
  • Maximizing deductions
  • Estate planning, charitable giving and IRA strategies
  • Trade tariffs: their economic and investment significance
  • Fixed income: why fixed income markets should be looked at differently
  • Equity markets: where are the most attractive areas of the market

Venue

Holiday Inn of Fond du Lac, 625 W Rolling Meadows Dr, Fond du Lac, WI 54937

Time

8 - 9:30 a.m. Registration begins at 7:30 a.m.

Presenters

Cost

There is no cost to attend.