Investment and Tax Update

When:
February 13, 2018 @ 5:30pm – 7:00pm
2018-02-13T17:30:00-06:00
2018-02-13T19:00:00-06:00
Where:
Park Hotel
22 South Carroll Street
Madison
Cost:
Free

Join SVA Plumb Financial and SVA Certified Public Accountants for our annual Investment and Tax Update. Our experts will share a summary of 2017 market performance and the outlook for the year ahead. With the new tax reform finalized, we will share tax planning tips to help you maximize the benefits, or minimize the drawbacks of the new legislation.

Learn more about:

  • Market Outlook Overview
    • 2017 market wrap-up
    • Outlook for investors in 2018 and beyond
    • Tax Reform Bill implications for the financial markets
  • Impact of Tax Reform Bill
    • Changes in individual tax rates and credits
    • Modifications in standard deduction and personal exemptions
    • Effects of an increase in AMT exemption
    • Changes in estate and gift tax exemption

There are limited seats available, so PLEASE REGISTER by February 8th, 2018.

 

Presented by

OBrien Oswald  Milliken
Tim O’Brien, MBA,CFA
Principal
SVA Plumb Financial
Debbie Oswald
Principal
SVA Plumb Financial
Tom Milliken, CPA, MST, PFS
Principal
SVA Certified Public Accountants

 

SCHEDULE

  • 5:30pm – 6:00pm | Registration and Networking
  • 6:00pm – 7:00pm | Presentation and Q&A
COMMUNITY EVENTS

2018 Spring Business Expo – April 12

Calendar Add to Calendar Add to Timely Calendar Add to Google Add to Outlook Add to Apple Calendar Add to other calendar Export to XML When: February 13, 2018 @ 5:30pm – 7:00pm 2018-02-13T17:30:00-06:00 2018-02-13T19:00:00-06:00 Where: Park Hotel 22 South Carroll Street Madison Cost: Free Contact: Event website Member Events Investing sva certified public accountants […]

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