Description

This discussion will bring you up to date on the latest ideas and tax planning opportunities for individuals.

Learning Objectives:

1. Explore individual changes affecting high-income clients.
   
2. Incorporate TCJA into current tax planning.

Speaker(s):

• Marty Finn, Partner, Lavelle and Finn, LLP
• Julie A. Welch, CPA, PFS, CFP, Shareholder and Director, Meara Welch Browne, P.C.