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Investment Management Roundtable Series: 2019 Year-End Tax Update

November 13, 2019 @ 8:00am

Location: Wolf & Company, P.C., 99 High Street FL 21, Boston, MA 02110

Year-end is fast approaching—but opportunities still exist for minimizing taxes for 2019, and for developing tax minimization strategies for 2020. During our annual year-end Tax Roundtable, we’ll provide an update on federal and income tax law changes impacting investment advisors, broker-dealers, family offices, and private investment funds.

Join us for insights on:

  • Lessons learned from the first year reporting under the Tax Cuts & Jobs Act
  • Update on new regulations and guidance related to the Tax Cuts & Jobs Act
  • Tax brackets and key inflation adjusted thresholds for 2020


  • Michael C. Stravin, CPA, MST – Principal
  • Kristin L. Stone, CPA, MST – Senior Manager
  • Marisa C. Harvey, CPA, MSA - Supervisor


8:00 - 8:30 am: Registration & Breakfast
8:30 - 9:30 am: Presentation
9:30 - 10:30 am: Networking

CPE Credit

After 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:


Please contact Stephanie Creedon, Senior Marketing Specialist at, or (617) 261-8142.