Tax Act Impact on Individuals, Businesses and Real Estate

Our experts will facilitate a timely, interactive discussion about the real impact of the Tax Cuts and Jobs Act (TCJA) on your family, your business and the real estate sector.

Our tax and business planning experts will walk through different planning scenarios and discuss actionable wealth planning advice in light of the new TCJA.

Our Agenda

• Review the impact of the tax act on individual income and investment planning
• Discuss how businesses could benefit from changes to rules related to bonus depreciation and more
• Evaluate what the new law means for those with investments or planned investments in the real estate sector
• Listen to your concerns and discuss topics that matter most to help you achieve your wealth planning goals