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Wolf & Company's Investment Advisor Roundtable Series: 2018 Year-End Tax Update

Date: 
December 6, 2018 @ 8:00am to @ 10:00am
EST

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

The enactment of the Tax Cuts and Jobs Act at the end of 2017 resulted in the most significant changes to tax law in more than thirty years. Join us for our 2018 Year-End Tax Update, where we'll highlight the changes impacting investment advisors, broker dealers, family offices, and private investment funds.

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

Kristin L. Stone, CPA, MST - Tax Senior Manager

Marisa C. Harvey, CPA, MSA – Tax Supervisor

This event is complimentary and there is limited seating.

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

Questions:
Please contact Stephanie Creedon, Senior Marketing Specialist, at screedon@wolfandco.com or (617) 261-8142. 
 

Earn 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:www.learningmarket.org.