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Investment Advisor Roundtable Series: 2017 Year-End Tax Update

Date: 
November 29, 2017 @ 8:00am to @ 10:00am
EST

Location: Wolf & Company, 99 High Street, Floor 21, Boston, MA 02110

With the prospect of tax reform before year-end we will review proposed legislation and highlight potential planning strategies and tax saving opportunities. We will also provide an update on federal and state income tax law changes that have occurred throughout the year impacting investment advisors and their clients.

Schedule
8:00 – 8:30 AM: Registration & Breakfast
8:30 – 9:15 AM: Presentation
9:15 – 10:00 AM: Discussion & Peer Networking

Presenter
Michael C. Stravin, CPA, MST – Member of the Firm

Earn CPE Credit
CPE SponsorsAfter completing this program, participants are eligible for 1 CPE credit. Wolf & Company, P.C. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.