North Shore Council: Tax Reform - Individual & Family Impact
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North Shore Council: Tax Reform - Individual & Family Impact

The program offers practical tips for financial planners to better understand their client's tax situations - including an interactive tax return review . The program will offer ample time for Q&A - feel free to bring your tax questions.

2/21/2018
When: Wednesday, February 21, 2018
Breakfast 7:30 AM, Program 8:00 AM
Where: Highland Park Country Club
1201 Park Ave West
Highland Park, Illinois  60035
United States
Presenter: Dan Rahill, Mike Dean and Jason Cain
Contact: Kristin Prine
303-867-7185


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 "Tax Reform - Individual & Family Impact"

Dan Rahill CPA, JD, Tax Partner, BDO

Mike Dean CPA, Partner, Tax Services, BDO

Jason Cain JD, Chicago Managing Partner, Private Client Services, BDO

 

We invite you to join the North Shore Council on Wednesday, February 21st for in informative program on the new tax law and practical, hands-on tax strategy. 

 

The Tax Cuts and Jobs Act, P.L. 115-97 was signed into law by the President on December 22,

2017. Among the many disciplines affected by the new law, the taxation of individuals, estates,

trusts, pass-throughs and tax-exempt entities were significantly impacted. All financial planning

clients should be revisiting their income and estate tax planning in light of the new law.

 

The program offers a detailed review of the Tax Act and will highlight practical tips for financial planners to better understand their client's tax situations. The interactive program will offer ample time for Q&A - feel free to bring your tax questions.

 

Dan Rahill (past Chairman of the Illinois CPA Society), Mike Dean and Jason Cain are professionals with BDO and have years of experience related to tax, wealth and financial planning.

 

Promised outcomes include:

  • Learning individual income tax planning strategies under the new law.
  • Understanding changes in estate planning under the new law.
  • Seeing how choice of entity now needs to be considered.
  • A walk through a completed 1040 to see the areas of planning opportunities and pitfalls
  • Extended Q&A session

 

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