Total Tax Briefings

2018 Breakfast Briefing & CLE for Building Wealth

On Wednesday, March 21 Odin, Feldman & Pittleman, P.C. kicks off Impact 1 of 4 of the 2018 Breakfast Briefing & CLE for Building Wealth.

Led by Shareholder Wayne M. Zell the 2018 series will provide information on the massive tax changes included in the “Tax Cuts and Jobs Act” of 2017. Each briefing will focus on one portion of the Act, and how advisors can plan for these changes.

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Total Tax Briefings
SpeakerWayne M. Zell, Esq.

March 21, 2018 - Tax Act Impact 1

Total Tax Briefings

Please join Wayne Zell and Pam Morand for a Total Tax Briefing on the Tax Act’s Impact on individual taxpayers and estate and gift planning. On December 22, 2017, President Trump signed into law one of the most sweeping tax reform bills in U.S. history. This first of four briefings will focus exclusively on the changes to individual taxation and estate, gift and generation skipping transfer tax rules and planning under the new tax regime. Even with the lowering of tax rates and doubling of estate/gift exemptions, there still is a lot of planning to do! Later sessions will focus on real estate and small business changes, mergers and acquisitions, and nonprofits.

April 25, 2018 - Tax Act Impact 2

Total Tax Briefings

With guest speaker David Lawrence.

Registration will open March 2018.

May 16, 2018 - Tax Act Impact 3

Total Tax Briefings

With guest speaker Eric Horvitz.

Registration will open April 2018.

June 20, 2018 - Tax Act Impact 4

Total Tax Briefings

With guest speaker Ben Kinder.

Registration will open May 2018.

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