This months newsletter contains insights on exchanging old retirement solutions for new ones, budgeting tips for the holiday season, and more…read more
Lutz Learning Live | Financial:
Personal Financial Strategies to Consider Under New Tax Law
7:30 AM – 8:30 AM
13616 California Street, Suite 300 | Omaha, NE 68154
The Tax Cuts and Jobs Act of 2017, which was signed in late December, will bring about the biggest sweeping changes to the US tax code since 1986. The new tax code will offer a majority of Americans some tax relief, but besides overall lower income tax rates and lower tax rates for corporations there are other financial planning items to consider as a result of the new tax changes. This seminar, led by Nick Hall and Joe Hefflinger of Lutz Financial, will highlight the changes that will take effect in 2018 with the new tax legislation and address some financial planning strategies for individuals and their families to consider given these changes.
What you can expect to take away from this presentation:
- An understanding of the new tax legislation and how it will affect individuals and families.
- Certain strategies for individuals to consider with respect to income tax, education, estate, charitable, and investment planning and more.
- The impact and savings of implementing some of these strategies in your comprehensive financial plan.
Who should attend? High-net worth professionals, retired individuals, and/or business owners who are seeking ways to save additional money around new tax legislation enacted by the Tax Cuts and Jobs Act of 2017.
There are several important updates and considerations related to wages and year-end payroll duties. Please review the included topics and contact us if you have any questions…read more
Lutz, a Nebraska-based business solutions firm, welcomes Bailey Norby to the Lutz Financial division in the Omaha office. Bailey joins the team as a Client Service Associate. She is responsible for the preparation and filing of client data…read more
SIGN UP FOR OUR NEWSLETTERS!
We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.
13616 California Street, Suite 300
Omaha, NE 68154
747 N Burlington Avenue, Suite 401
Hastings, NE 68901
GRAND ISLAND + NORTH
403 Lexington Circle
Grand Island, NE 68803