Tax Reform for Affluent Investors

Date: Wednesday, February 21, 2018
Time: 4:00pm - 6:00pm
Location: Citizen Public House
Speaker: Mike Cogswell

 

Tax Reform for Affluent Investors

 Sponsored by PIMCO (Matthew Melhado)

Presented by Mike Cogswell

Seating is limited to 36 


The Central Arizona Estate Planning Council and AEP committee cordially invite you to a complimentary educational, networking meeting while earning Continuing Educational credits followed by Hors d’oeuvres & Refreshments at:


7111 E 5th Avenue
Scottsdale, AZ 85251

 

A Certificate of Completion and material handout will also be given to self-submit for CE credit

 

Topics Include:

Given muted market expectations, generating the income and returns clients expect can be challenging
Major tax reform has created both significant tax opportunities and challenges, and  a partnership with the client’s tax advisor can help close the gap between client expectations and market realities
Newest tax law changes affecting affluent clients and helping arm financial advisors with the knowledge on how to best engage their clients and their tax adviser

 

 

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