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Naples: How Will the New Tax Laws Affect Your Retirement?

Location:

Retirement by Design – Naples Office

1185 Immokalee Road
Naples, FL 34110 United States

Directions

Date:

June 6, 2018

Time:

11:30 AM - 12:30 PM

LUNCH & LEARN EVENT IN NAPLES

CPA Brad Gay will discuss how the new tax law changes may affect your retirement income. Learn what’s new and what’s here to stay.

How Will the New Tax Laws Affect Your Retirement?

* What does the new plan mean for investors?
* Itemized deductions for taxes, mortgage interest, medical
* Tax relief with higher standard deductions?
* Healthcare mandate repeal
* What do the new tax brackets mean for you?
* Expanded limits of death/estate deductions and gift tax
* Tax implications of divorce
* Are capital gains affected?
* Roth Conversions
* Charitable giving
* Business tax rate reform

Space is limited. Confirmed registrations required. Please arrive 15 minutes before workshop start.

Register Online

or Call Us at 866-794-7223

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