You are invited to attend Tax Cuts and Jobs Act Overview, a complimentary, informational workshop, designed specifically to discuss how the tax law changes may allow individuals and business owners to save income taxes and how the estate and gift tax changes may provide you with a window of opportunity for additional planning to maximize the assets you pass to your heirs. You will learn...
* How the new income tax brackets and changes to deductions could impact individuals and how the tax law changes are likely to impact business owners
* How to have a conversation with your tax advisor about these changes
* How the estate and gift tax changes create an opportunity for some to transfer additional wealth to the next generation.
Featuring Melissa Winn CVP J.D. LL.M Advanced Planning Consultant - New York Life
Presented by Cedric L. Joins
Financial Services Professional
CA Insurance License #0B86104
New York Life Insurance Company
Registered Representative for NYLIFE Securities LLC (Member FINRA/SIPC)