This month’s retirement plan newsletter contains insights on investment policy statements, 401(k) plan tax credits, retirement plan committee activities, and more…
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.
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13616 California Street, Suite 300
Omaha, NE 68154
747 N Burlington Avenue, Suite 401
Hastings, NE 68901