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Join us and our friends at the Wharton Club of NJ, and learn what we can do to leverage the latest tax changes.
There will be networking and dinner will be served.
Listen to experts share tax planning tips that impact both your Personal and Business taxes.
Club friend and sponsor, Sax LLP, will discuss the recent tax reform changes and how best to leverage them in your own personal and business planning. Stuart Berger, Partner at Sax LLP and Joseph Piela, Wealth Advisor at Sax Wealth Advisors will lead the presentation and shed light on planning opportunities that have emerged from the new tax law.
Topics will include:
- Overview of the 2017 Tax Reform
- Primary Business and Personal Tax Updates
- Year-End Tax Planning Tips
- 2018-2019 Changes in Annual Limits
Agenda:
· 6:00 pm - 7:00 pm Dinner and Networking
· 7:00 pm - 7:15 pm Club Business and Introductions
· 7:15 pm - 8:30 pm Program and Q&A
· 8:30 pm - 9:00 pm More Networking
$35 for Columbia Club Dues Paying Member
$55 for Columbia University Alumni (Save $20 - Become A Member Today - Click Here!)
$65 for General Admission
About Our Speakers:
Stuart Berger, CPA is a Partner at Sax LLP and for more than 30 years, he has provided industry-specific tax and advisory services, with a special emphasis on helping family-owned businesses realize their full profit potential and maximize tax benefits.
Joseph Piela, CFP® is a Wealth Advisor at Sax Wealth Advisors and has more than 15 years of experience with investing, insurance, financial planning and estate planning for high-net-worth individuals, families and businesses.
