Tax Reform Changes for Individuals and Their Estates
November 15, 2018 | 3:30 - 5:30pm
The Tax Cuts and Jobs Act of 2017 (TCJA) brought significant changes to individuals and their estates, and each United States taxpayer is affected by the reform. High-net-worth individuals, business owners, and retirees especially need to be well-versed on how the TCJA changes will affect their wealth. Join us for appetizers and a happy hour to revisit the Federal tax law changes from the TCJA, get updates on the latest tax reform news, and learn about the implications of the tax law changes for individuals and their estates.
Nathan Faith, CFP® | Senior Wealth Manager
Nathan specializes in accumulation, distribution and tax planning, and he assists clients within the realm of financial planning to include investment and money management, estate planning, tax planning, and risk and debt management. Nathan utilizes tools such as WealthNAV to illustrate strategies and simplify concepts for clients to make better short- and long-term decisions, and he prepares and reviews tax returns for many of the firm’s clients.
Meghan Kratz, CPA | Tax Partner
Meghan specializes in tax planning strategies for businesses at various transitional stages, as well as wealth-building for individuals. Meghan focuses on Federal and multi-state tax compliance for corporations, individuals, nonprofits and partnerships, and she assists clients in a variety of industries. She helps clients with tax planning designed to minimize current income tax liability, and she performs in-depth tax planning and projections for clients in many different industries.
Andrew Kremer, CPA, J.D. | Estate & Trust Partner
Andy specializes in estate and gift planning, family-owned business succession planning, and tax planning and compliance for trusts and estates. He helps clients ensure a comfortable retirement and an orderly transfer of business and property interests. Andy has a bachelor’s degree from the University of Minnesota – Duluth, as well as a Juris Doctor from William Mitchell College of Law. Andy is a member of the Minneapolis Estate Planning Council, the American Bar Association, the Minnesota State Bar Association and the Hennepin County Bar Association.
Sign up today!
Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron Ohio 44333-2431* 1-800-765-5201
Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.