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Topic: Tax and Legislative Update

Speaker: Terry Cicero, CPA, CFP®

Description: The enactment of The Tax Cuts and Jobs Act brought about sweeping changes to our Tax Code not seen in more than 30 years. One year later we review the new law and the IRS guidance since then. Emphasis of discussion will be center on tax benefits of charitable giving and how and when people give to charities as well how they structure their financial and tax planning for themselves and their businesses.

Come and join us as Terry Cicero, CPA, CFP®, a principal with DHJJ, provides an overview of the key reforms and shares what you, your clients, donors and organizations need to know to navigate these waters.

Topics to be covered:

Key provisions of the new tax law and their expected impact on how individuals plan and give;
Strategies for advisers and gift planners to help maximize the benefits their donors and clients receive;
Brief estate, trust and gift tax update
Review of guidance provided by the IRS on various reform provisions

Tax and Legislative Update

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