December 2018 Tax & Estate Planning Knowledge Circle

When:  Dec 18, 2018 from 2:00 PM to 3:00 PM (ET)
Join us for our last Knowledge Circle meeting of the year on Tuesday, December 18th at 2 pm ET.

We will wrap up 2018 with Year-End Tax Planning Strategies which will be led by two of our Knowledge Circle hosts, Michael Olff, CFP®, EA and Mark Prendergast, CPA, CFP®.

Topics covered will include both personal and business taxes, with particular focus on changes in itemized deductions (Schedule A) as this is the first tax year that the Tax Cuts and Jobs Act (2017) applies to our tax system. We will discuss SALT limitations, charitable, Kiddie Tax, capital gains/loss, retirement plans, and much more.

Note: This session is limited to 100 attendees. The first 100 to join the session will be able to participate. 

If you have not used Zoom before, the link below will provide some direction.


Online Instructions:
Login: Join from PC, Mac, Linux, iOS or Android: Or iPhone one-tap : US: +14086380986,,812977878# or +16468769923,,812977878# Or Telephone: Dial(for higher quality, dial a number based on your current location): US: +1 408 638 0986 or +1 646 876 9923 Meeting ID: 812 977 878 International numbers available: