Schedule of Events

August Breakfast Meeting

  • Thursday Aug 8, 2019
  • Start Time: 8:30AM
  • End Time: 11:00AM
  • Rivers Club, One Oxford Center, 301 Grant Street, downtown Pittsburgh

This presentation will review the impact of the Tax Cuts and Jobs Act of 2017 as it relates to planning for individuals and the lessons learned in dealing with the new law. It will also review how planners can use their client’s tax returns to identify opportunities to provide better services to them. After this program, planners will be in a position to strengthen their relationship with their clients.

2 CFP credits granted.

Presented by James R. Boughner, CFP, CPA, Tax Director, Schneider Downs.