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June 2019 Chapter Dinner Meeting

Tue, Jun 04

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Sam's of Gedney Way

Please join us for our monthly educational dinner meeting!

Registration is Closed
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June 2019 Chapter Dinner Meeting
June 2019 Chapter Dinner Meeting

Time & Location

Jun 04, 2019, 5:30 PM – 8:30 PM

Sam's of Gedney Way, 50 Gedney Way, White Plains, NY 10605, USA

About The Event

A Whole New "Tax" World: Changes at the Individual Tax Level

Matthew J. Katz, CPA, MBA, Supervisor, Business Advisory Services , Citrin Cooperman

(this presentation has been accepted by CFP Board for 1 CFP CEU)

The Qualified Business Interest (QBI/199A) deduction has created significant opportunities for tax management for small business owners. Our presenter, Matt Katz, will address the results of the first tax season since its implementation with some sample case studies and present ideas to help business owners get below applicable income limits to maximize this opportunity.

Learning Objectives: At the end of this session, attendees will (1) have a good understanding of the Tax Cuts and Jobs Act in general and, in particular, the major changes that the QBI/199A deduction presents on the individual taxpayer level and (2) know which businesses qualify for the QBI/199A deduction so that they can properly advise their small business owner clients.

Level…

Tickets

  • FPA GHV Season Pass Members*

    *While there is no charge for FPA GHV local dues/season pass members, advance registration is required.

    $0.00

    Sale ended
  • Other FPA Chapter Members*

    *This registration option is for FPA GHV members who are not local dues/season pass members and members of other FPA Chapters. Pricing: $45.00 Advance/$55 at door (at door, cash or check only)

    $45.00

    Sale ended
  • Non-Members*

    *$55.00 Advance/$65.00 at door (at door, cash or check only)

    $55.00

    Sale ended

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ABOUT US

The Financial Planning Association (FPA) is the indispensable resource for CERTIFIED FINANCIAL PLANNER (CFP®) Professionals. Our primary aim is to elevate the profession that transforms lives through the power of financial planning.

CONTACT

Lori Somerville

(877) 817-8400

lori@fpaghv.org

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