Examining the Tax Cuts and Jobs Act

Overview of the provisions of the new tax law that was signed into effect at the end of 2017 – the most substantial overhaul of the IRS Code since 1986. Most provisions are effective beginning with the 2018 tax year. Discussion of planning tips and strategies. Guest speaker: William D. Cass, CFP®, CPWA®, Director, Wealth Management Programs, Putnam Retail Management

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