Most business sale transactions are structured as ‘asset sales.’ This is where the buyer sets up a new entity that acquires the assets of the selling business. How a business is structured can have significant…
LUTZ BUSINESS INSIGHTS
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.
Professional accounting involves more than just basic bookkeeping. It might be what your business needs to get to the next phase. However, it may also be one of the things that you keep putting off…
Each morning I craft a Market Update email that I share with our advisors. This email provides commentary on what is happening in the markets and the economy. It includes data related to asset class…
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