• Friday Feb 23, 2018
• Start Time: 11:30AM
• End Time: 2:00PM
• Integrity Bank & Trust - 13540 Meadowgrass Dr. #100, Colorado Springs, CO 80921
• Presented by: Fran Coet, CPA/CFF, CVA, CFP, CFFA, CDFA

February 23, 2018

Join us for an information discussion on the 2017 Income Tax Update as we partner with the FPA of Colorado for our February 2018 lunch meeting and program.

Progam:  2017 Income Tax Update

Program Description: 2017 was an interesting year in many regards.  Our Income Tax Update will cover changes made by legislation, the Courts, and the Internal Revenue Service during a relatively benign year.  A new perspective will be discussed for 2018 and forward, based on the changes or likely changes from 2017.  Entity choices, payment of Social Security taxes, and wealth management may all be on the table for discussion.

Learning Objectives:

• At the end of this class, the attendees will be able to recognize changes made by tax legislation and administration with regards to individual income tax planning.
• At the end of this class, the attendees will be able to advise their clients as to the best entity choice in light of new legislation and Court cases.
• At the end of this class, the attendees will be able to assist their clients with estate planning, in light of the recension of Proposed Regulations concerning Lack of Marketability and Minority discounts in the transfers of closely-held businesses.

 

Approved for 1 hour of Colorado Insurance CE and 1.5 Hours of CFP Credits

Lunch will be provided 

Register