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Year-End Tax and Planning Strategies


With the year winding down and the holidays quickly approaching, it’s very easy for our personal finances to take a back seat.  However, based on the significant changes to our tax code this year, there are several timely and relevant year-end tax and financial planning item strategies you should have on your radar.  During our 45-minute discussion, we will cover the following topics and more: 

  • Refresher of tax law change (“Tax Cuts and Jobs Act of 2017”) that went into effect in 2018

  • Tax planning strategies to consider surrounding your investments, charitable gifts and retirement accounts given recent tax reform

  • Retirement planning ideas and overview of 2019 contribution limits


TUESDAY, November 13th
1:00 PM TO 1:45 PM

Speakers: Nick Defenthaler, CFP®